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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-02-08 |
Branch Locations
500 Maryville University Drive, St. Louis, MO 63141 • United States
150 S. Wacker Drive, Chicago, IL 60606-4111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Special School District | Saint Louis | MO | 01/2014 | 06/2017 |
| F.Y.E. | Saint Louis | MO | 10/2015 | 02/2017 |
| University Of Missouri Saint Louis | Saint Louis | MO | 01/2007 | 12/2016 |
| Scottrade, Inc. | Saint Louis | MO | 06/2017 | 09/2018 |
| Td Ameritrade, Inc. | St Louis | MO | 02/2018 | 09/2023 |
| Charles Schwab & Co., Inc. | St Louis | MO | 09/2023 | Present |
| Charles Schwab Bank | St Louis | MO | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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