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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Westlake | TX | 12/2016 | 06/2024 |
| Daniel's Broiler | Bellevue | WA | 02/2014 | 12/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2022 | Present |
| Td Ameritrade Investment Management, Llc | Westlake | TX | 07/2017 | 09/2023 |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2022 | Present |
1) Airbnb home | Investment Related:No|435 Lakecrest Drive |Lakewood Village|Texas|75068|USA|Rental Services (Other than Real Estate)|Renter|9/20/2020|Less than 20|0.000000|Provide home for interested parties to rent for vacation, 2) Renter-landlord | Investment Related:No|177 Thompson Street|New York City|NY |10012|USA|Real Estate (Non-Agent/Broker)|Renter-Landlord|5/30/2025|Less than 20|0|Renting an apartment to tenants
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-26 |
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