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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | St. Louis | MO | 04/2014 | 10/2016 |
| Scottrade, Inc. | Clearwater | FL | 10/2016 | 02/2018 |
| Td Ameritrade, Inc. | Clearwater | FL | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 01/2021 |
| Charles Schwab & Co., Inc. | Chesterfield | MO | 09/2022 | Present |
| Charles Schwab Bank, Ssb | Chesterfield | MO | 09/2022 | Present |
| Citadel Servicing Corporation | Clearwater | FL | 01/2021 | 08/2022 |
1) Uber | Investment Related:No|Travel/Transportation/Tourism|driver|11/1/2022|Less than 20|0|driving for Uber on the weekends to get familiar with the area
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-03 |
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