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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 03/2022 | 06/2024 |
| Canarchy Craft Brewery Collective | Longmont | CO | 05/2019 | 03/2022 |
| Unemployed | Lewisville | TX | 01/2019 | 05/2019 |
| Gilbert's Southern Kitchen | Jacksonville Beach | FL | 08/2018 | 01/2019 |
| Unemployed | Jacksonville Beach | FL | 06/2018 | 08/2018 |
| Windy City Distributing, Llc | Aurora | IL | 11/2012 | 06/2018 |
| Charles Schwab And Co., Inc. | Omaha | NE | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-08 |
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