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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Southlake | TX | 11/2009 | 11/2018 |
| Fisher Investments | Plano | TX | 05/2021 | 06/2023 |
| N/A | San Antonio | TX | 01/2021 | 05/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2023 | Present |
| Td Ameritrade, Inc. | Westlake | TX | 06/2023 | 06/2024 |
| Td Ameritrade, Inc | San Antonio | TX | 11/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | San Antonio | TX | 07/2012 | 12/2020 |
| Charles Schwab Bank, Ssb | Westlake | TX | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
| S66 | Uniform Combined State Law Examination | 2012-08-03 |
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