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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Westlake | TX | 10/2017 | 06/2024 |
| Unemployed | Fort Worth | TX | 09/2014 | 09/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2022 | Present |
Name of Outside Business:Rental Property; Investment Related:Yes; Address of Outside Business:Denton, Texas; Nature of Outside Business:Rental Property; Position:Owner; Start Date:11/9/2006; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Review monthly income statement from the Property Manager and approve major repair proposalName of Outside Business:Rental property; Investment Related:Yes; Address of Outside Business:Fort Worth, TX; Nature of Outside Business:Rental Property; Position:Owner; Start Date:8/23/2018; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Owner of the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-27 |
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