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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-25 |
| TX | RA | APPROVED | 2019-01-02 |
Branch Locations
1048 Lake Sumter Landing, The Villages, FL 32162-2697 • United States
633 N Orlando Ave., Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Denver | CO | 12/2015 | 06/2017 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 07/2017 | Present |
| Charles Schwab Bank | Lone Tree | CO | 07/2017 | Present |
| Td Ameritrade, Inc. | Lone Tree | CO | 06/2023 | 06/2024 |
N/A| Investment Related:No|1609 Honeyville Lane;The Villages;FL;32158;USA|Real Estate (Non-Agent/Broker)|owner|2021-02-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Rental of 2nd home in The Villages, FL Allianz - Investment Related: No - PO Box 1344 Minneapolis, MN 55416 - Insurance - Representative - 04/15/2016 - Less than 20 hours a month - During securities trading hours:0 - Life insurance commission residual. Policy was initiated prior to employment with Schwab.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-18 |
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