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Account
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-01-26 |
Branch Locations
12435 Park Potomac Ave Suite R-3, Potomac, MD 20854 • United States
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Columbia | MD | 06/2017 | 04/2018 |
| Penfed Credit Union | Mclean | VA | 04/2017 | 06/2017 |
| Aware Eon | Herndon | VA | 01/2017 | 03/2017 |
| Unemployed | Herndon | VA | 01/2016 | 12/2016 |
| Td Ameritrade, Inc. | Reston | VA | 04/2018 | 02/2019 |
| Td Ameritrade, Inc. | Reston | VA | 02/2019 | 12/2019 |
| Td Ameritrade, Inc. | Potomac | MD | 12/2019 | 06/2024 |
| Charles Schwab & Co., Inc. | Potomac | MD | 12/2022 | Present |
| Td Ameritrade Investment Management, Llc | Potomac | MD | 08/2017 | 09/2023 |
| Charles Schwab Bank, Ssb | Potomac | MD | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
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