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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skullsoap Natural Bath Llc | Coppell | TX | 06/2010 | Present |
| Iheart Media | Dallas | TX | 10/2008 | 12/2021 |
| Td Ameritrade | Southlake | TX | 09/2022 | 09/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2024 | Present |
1) Skullsoap Natural Bath LLC, Owner, established 01/01/2010, residential address, less than 20 hours per month, 0 hours per day during trading. 2) McIntosh Asset Investments LLC|Investment Related:No|Financial Services|owner|2021-12-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Oversee my own personal portfolio under an LLC title for tax purposes. This is not a compensated position. Its just my personal trading alone.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-11 |
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