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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-31 |
Branch Locations
19499 Stevens Creek Blvd Suite 100, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | San Rafael | CA | 02/2011 | 12/2022 |
| Charles Schwab & Co., Inc. | Cupertino | CA | 12/2022 | Present |
| Charles Schwab Bank Ssb | Cupertino | CA | 11/2023 | Present |
Name of Outside Business:Pan Cretan Association of America - Ikaros Chapter; Investment Related:No; Address of Outside Business:San Jose, CA; Nature of Outside Business:Non-profit group; Position:President; Start Date:1/1/2006; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: I serve as President of San Jose, CA Chapter of The Pan-Cretan Association of America . Social/Charitable organization made up of people of heritage from the Island of Crete in Greece promoting the culture and history. are local chapter is ~100 people. we hold ~5 dinner meetings per year and a couple of other dinners and events. 1 fundraiser (crab Feed). most money earned is donated to worthy charitable causes. Name: Pan Cretan Association of America - District 6, Role: Treasurer, Type: Other, Start Date: 08/01/2015, Investment Related?: No, Address: 120 Paseo Farallon, Aptos, CA 95003, Number of Hours/Mo: 2, Duties: I serve as Treasurer for District 6 of the Pan Cretan Association of America. as treasurer i monitor the bank account of the district (We keep balance of ~$25,000), write checks when needed for expenses and or voted on donations or uses of district funds. all funds are held in cash, no investing. **We have made change as requested, 2 signatures required for Check writing (Treasurer and 1 other board member)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-13 |
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