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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-16 |
Branch Locations
600 Travis St Floors 61St & 62Nd, Houston, TX 77002-3009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Houston | TX | 07/2002 | 08/2017 |
| Charles Schwab Bank | Houston | TX | 02/2005 | 08/2017 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 08/2017 | Present |
| J.P. Morgan Securities Llc | Houston | TX | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-25 |
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