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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-24 |
Branch Locations
150 S. Wacker Drive, Chicago, IL 60606-4111 • United States
500 Maryville University Drive, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Fairview Heights | IL | 07/2006 | 02/2018 |
| Patty Long Catering | St. Louis | MO | 09/2006 | 10/2023 |
| Td Ameritrade, Inc. | Chicago | IL | 02/2018 | 06/2024 |
| Charles Schwab And Co., Inc. | St Louis | MO | 10/2023 | Present |
| Charles Schwab Bank | St Louis | MO | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-22 |
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