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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2017-05-30 |
Branch Locations
8862 161St Ave Ne Suite 106, Redmond, WA 98052-7553 • United States
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • United States
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Seattle | WA | 09/2009 | 05/2017 |
| E*Trade Capital Management Llc | Seattle | WA | 10/2009 | 05/2017 |
| Charles Schwab & Co., Inc. | Bellevue | WA | 05/2017 | Present |
| Charles Schwab Bank | Bellevue | WA | 05/2017 | Present |
| Td Ameritrade Inc. | Bellevue | WA | 04/2023 | 06/2024 |
Self|Investment Related:No|60-200 ;Waikoloa;HI;96738;United States|Real Estate (Non-Agent/Broker)|Co-Owner with Spouse|2021-12-08|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|We just purchased a condo and intend to rent it out - no financial services/investment-related responsibilities - we will be hiring a property management company to take care of day-to-day responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-03 |
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