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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-06 |
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 | Fort Worth | TX | 05/2014 | 01/2021 |
| Fisher Investments | Plano | TX | 01/2021 | 03/2022 |
| Td Ameritrade | Dallas | TX | 04/2022 | 06/2024 |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2022 | Present |
| Charles Schwab & Co. Inc | Westlake | TX | 06/2022 | Present |
| Td Ameritrade Investment Management, Llc | Plano | TX | 01/2015 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Dallas | TX | 05/2022 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-19 |
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