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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-08 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Ballwin, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 12/2017 | 12/2022 |
| Unemployed | Ballwin | MO | 07/2017 | 11/2017 |
| Unemployed | St. Louis | MO | 08/2014 | 07/2017 |
| Unemployed | St. Louis | MO | 01/2007 | 12/2017 |
| Charles Schwab And Co., Inc. | Ballwin | MO | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Ballwin | MO | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-05 |
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