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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade, Inc | Fort Worth | TX | 01/2007 | 09/2023 |
| Charles Schwab & Co. | Westlake | TX | 10/2022 | Present |
Name of Outside Business:Stag Beard Products, LLC; Investment Related:No; Address of Outside Business:Frisco Texas; Nature of Outside Business:Retail Sales; Position:Investor; Start Date:1/15/2019; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Business currently wholly owned by a family member, I am contemplating an investment that would result in part ownership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-10 |
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