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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | St. Louis | MO | 01/2016 | 02/2017 |
| Scottrade Inc | Saint Louis | MO | 02/2017 | 02/2018 |
| Td Ameritrade, Inc. | St Louis | MO | 02/2018 | 05/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2024 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2025 | Present |
1) Kyle Smith House Rental | Investment Related:No|662 Lakewood Dr|Lake St. Louis|Missouri|63367|United States |Real Estate (Non-Agent/Broker)|Landlord |3/1/2026|Less than 20|0|Renting a single-family home that I no longer reside in. A property management company will be responsible for handling the activities including tenant placement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
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