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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Inc | New York | NY | 06/2013 | 09/2018 |
| Td Ameritrade, Inc. | New York | NY | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Millburn | NJ | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Millburn | NJ | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-21 |
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