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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | New York | NY | 02/2016 | 06/2018 |
| Td Ameritrade, Inc. | Millburn | NJ | 06/2018 | 06/2024 |
| Td Ameritrade Investment Management, Llc | Millburn | NJ | 07/2018 | 06/2024 |
| Charles Schwab & Co., Inc. | Millburn | NJ | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Millburn | NJ | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-22 |
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