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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-05-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Td Ameritrade | Burlington | MA | 08/2010 | 12/2022 |
| Charles Schwab And Co., Inc. | Burlington | MA | 12/2022 | Present |
| Charles Schwab Bank | Burlington | MA | 07/2024 | Present |
1) LexFun | Investment Related:No|PO Box 445|Lexington|MA|02420|USA|Nonprofit Charitable Organizations|Volunteer board memb|6/1/2016|Less than 20|0.000000|Plan family focus events in the Lexington, MA area, 2) The Cure JM Foundation | Investment Related:No|19309 Winmeade Drive Suite 204|Leesburg|Virginia|20176|USA|Nonprofit Charitable Organizations|Volunteer Board Memeber|1/1/2019|Less than 20|0.000000|assist with annual walk, assist with events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-22 |
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