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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-21 |
Branch Locations
3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States
Wesley Chapel, FL • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2018 | 01/2019 |
| Td Ameritrade | Saint Charles | IL | 02/2017 | 05/2018 |
| Scottrade | Saint Charles | IL | 02/2017 | 02/2018 |
| Unemployed/Full-Time Student | Yorkville | IL | 06/2008 | 02/2017 |
| Charles Schwab & Co., Inc. | Philadelphia | PA | 01/2019 | 07/2021 |
| Charles Schwab Bank | Philadelphia | PA | 01/2019 | 07/2021 |
| Fisher Investments | Tampa | FL | 08/2021 | 02/2022 |
| Charles Schwab & Co., Inc. | Spring Hill | FL | 03/2022 | Present |
| Charles Schwab Bank, Ssb | Spring Hill | FL | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-17 |
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