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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-03 |
| MO | RA | APPROVED | 2023-05-02 |
Branch Locations
500 Maryville University Drive, St Louis, MO 63141 • 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 |
|---|---|---|---|---|
| Scottrade | Saint Louis | MO | 01/2017 | 02/2018 |
| Total Quality Logistics | St. Louis | MO | 01/2016 | 12/2016 |
| Td Ameritrade, Inc. | St. Louis | MO | 02/2018 | 03/2022 |
| Schwab Wealth Advisory, Inc | St. Louis | MO | 03/2022 | 04/2023 |
| Charles Schwab & Co., Inc. | St. Louis | MO | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-28 |
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