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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-01-28 |
Branch Locations
1603 Village Market Se Suite 100, Leesburg, VA 20175 • United States
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 |
|---|---|---|---|---|
| Vibe, Llc | Winchester | VA | 07/2005 | 05/2017 |
| Scottrade | Fairfax | VA | 11/2015 | 02/2018 |
| Td Ameritrade, Inc. | Fairfax | VA | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Fairfax | VA | 12/2022 | Present |
| Charles Schwab Bank | Leesburg | VA | 11/2023 | Present |
1) Lowes Home Improvement | Investment Related:No|80 Riverton Commons|Front Royal|VA|22630|USA|Retail|Sales Associate|8/30/2024|20-40|0|Team member at Lowes Home Improvement in retail store location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-09 |
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