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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Scottsdale | AZ | 08/2016 | 02/2020 |
| E*Trade Capital Management Llc | Scottsdale | AZ | 08/2016 | 02/2020 |
| E*Trade Securities Llc | Gilbert | AZ | 02/2020 | 03/2023 |
| E*Trade Capital Management Llc | Gilbert | AZ | 02/2020 | 03/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2023 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-23 |
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