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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-26 |
Branch Locations
11601 Wilshire Blvd. Suite 100, Los Angeles, CA 90025 • United States
16000 Ventura Boulevard Suite 102 & 1105, Encino, CA 91436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Omaha | NE | 06/2013 | 12/2022 |
| Charles Schwab & Co., Inc. | Los Angeles | CA | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Los Angeles | CA | 11/2023 | Present |
Name of Outside Business:Rental Property Income; Investment Related:No; Address of Outside Business:Omaha, NE; Nature of Outside Business:Rental Property; Position:Property Owner; Start Date:11/1/2016; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: I own a home in Omaha, NE that I rent out to tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-05 |
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