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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doordash | San Francisco | CA | 12/2020 | 08/2021 |
| Mezzcap Partners, Llc | Century City | CA | 07/2022 | 08/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2023 | 12/2023 |
| Full Time Education | Fort Worth | TX | 08/2020 | 05/2024 |
| Unemployed | Los Angeles | CA | 05/2024 | 06/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | Present |
| Full Time Education | Los Angeles | CA | 01/2014 | 08/2020 |
| Charles Schwab Bank, Ssb | Westlake | TX | 03/2025 | Present |
1) Ian MacDonald | Investment Related:No|Other|Seller|1/1/2025|Less than 20|0|Purchase collectible trading cards from online marketplaces, submit items to third party grading services for authentication, and resell graded items through ebay. Activities are conducted on a limited, hobby basis and are unrelated to the securities industry
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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