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Amanda Louise Picard

Charles Schwab & Co., Inc.

Sacramento, CA

Roseville, CA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-26
  • CA RA
    APPROVED
    Since 2022-01-26

Branch Locations

525 Fulton Avenue, Sacramento, CA 95825-4812 • United States

1186 Roseville Parkway Suite 180, Roseville, CA 95678 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade, Inc. Redding CA 02/2009 09/2018
Td Ameritrade, Inc. Carmichael CA 02/2018 12/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 12/2022
Charles Schwab And Co., Inc. Redding CA 12/2022 Present
  • 02/2009 → 09/2018
    Scottrade, Inc.
    Redding, CA
  • 02/2018 → 12/2022
    Td Ameritrade, Inc.
    Carmichael, CA
  • 02/2018 → 12/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Redding, CA
Previous Registrations
  • 2018-02-26 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Carmichael, CA
    Roseville, CA
    Sacramento, CA
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Carmichael, CA
    Roseville, CA
    Sacramento, CA
  • 2017-01-31 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-31
S63 Uniform Securities Agent State Law Examination 2013-09-09
  • S66 Uniform Combined State Law Examination
    2017-01-31
  • S63 Uniform Securities Agent State Law Examination
    2013-09-09

View on SEC IAPD

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