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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 08/2016 | 09/2018 |
| Moody's Analytics | Omaha | NE | 10/2018 | 07/2020 |
| Td Ameritrade, Inc. | San Francisco | CA | 07/2020 | 07/2024 |
| Charles Schwab & Co., Inc. | San Francisco | CA | 01/2022 | Present |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 10/2017 | 09/2018 |
| Td Ameritrade Investment Management, Llc | San Francisco | CA | 07/2020 | 09/2023 |
| Charles Schwab Bank, Ssb | San Francisco | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-28 |
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