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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-14 |
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 |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Charlotte | NC | 08/2016 | 01/2022 |
| Fisher Investments | Charlotte | NC | 02/2022 | 08/2022 |
| Td Ameritrade, Inc. | Charlotte | NC | 09/2022 | 09/2023 |
| Charles Schwab & Co., Inc. | Charlotte | NC | 08/2023 | Present |
| Charles Schwab Bank, Ssb | Charlotte | NC | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-05 |
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