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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-24 |
Branch Locations
3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States
6996 France Avenue South Suite 100, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Justice Finance Co | Dallas | TX | 08/2017 | 11/2021 |
| Atlet Sports | Midlothian | TX | 07/2013 | 04/2019 |
| Fidelity Investments | Westlake | TX | 02/2022 | 01/2024 |
| Charles Schwab Bank, Ssb | Edina | MN | 01/2024 | Present |
| Charles Schwab & Co,. Inc | Edina | MN | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-30 |
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