Eduardo Valero

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-07-20
TX	RA	APPROVED	2020-03-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Td Ameritrade, Inc.	Fort Worth	TX	01/2014	09/2017
Fisher Investments	Plano	TX	09/2017	10/2017
Tiaa-Cref Individual & Institutional Services, Llc	Lewisville	TX	08/2018	01/2020
Tiaa	Lewisville	TX	08/2018	01/2020
Unemployed	Fort Worth	TX	11/2017	04/2018
Ocwen Financial	Addison	TX	05/2018	05/2018
Unemployed	Fort Worth	TX	06/2018	07/2018
Td Ameritrade Investment Management, Llc	Fort Worth	TX	09/2015	09/2017
Charles Schwab & Co.,Inc	Westlake	TX	02/2020	Present
Charles Schwab Bank Ssb	Westlake	TX	08/2021	Present

01/2014 → 09/2017

Td Ameritrade, Inc.

Fort Worth, TX
09/2017 → 10/2017

Fisher Investments

Plano, TX
08/2018 → 01/2020

Tiaa-Cref Individual & Institutional Services, Llc

Lewisville, TX
08/2018 → 01/2020

Tiaa

Lewisville, TX
11/2017 → 04/2018

Unemployed

Fort Worth, TX
05/2018 → 05/2018

Ocwen Financial

Addison, TX
06/2018 → 07/2018

Unemployed

Fort Worth, TX
09/2015 → 09/2017

Td Ameritrade Investment Management, Llc

Fort Worth, TX
02/2020 → Present

Charles Schwab & Co.,Inc

Westlake, TX
08/2021 → Present

Charles Schwab Bank Ssb

Westlake, TX

2019-07-26 → 2020-01-28

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX
2017-09-27 → 2017-11-10

Fisher Investments

Plano, TX

Plano, TX
2015-09-08 → 2017-09-15

Td Ameritrade, Inc.

Westlake, TX

Fort Worth, TX
2015-09-08 → 2017-09-15

Td Ameritrade Investment Management, Llc

Fort Worth, TX

Ft. Worth, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-09-04
S63	Uniform Securities Agent State Law Examination	2014-04-13

Other Firms