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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Four Points Capital Partners | New York | NY | 11/2014 | 03/2017 |
| Scottrade Inc | Jersey City | NJ | 03/2017 | 02/2018 |
| Td Ameritrade, Inc. | Staten Island | NY | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 01/2021 |
| Unemployed | Fanwood | NJ | 01/2021 | 06/2021 |
| Adt | Somerset | NJ | 06/2021 | 01/2022 |
| Td Ameritrade | Short Hills | NJ | 01/2022 | 12/2022 |
| Charles Schwab & Co., Inc. | Millburn | NJ | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Millburn | NJ | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-23 |
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