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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-22 |
Branch Locations
Cedar Park, TX • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 06/2014 | Present |
| Charles Schwab Bank | Austin | TX | 02/2015 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 04/2016 | Present |
| Kestra Investment Services, Llc | Austin | TX | 12/2015 | Present |
Name: SHIPT DELIVERY SERVICE POSITION: Independent NATURE: Delivery services INVESTMENT RELATED: No # OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2022 ADDRESS: 2000 S Lakeline Blvd, Cedar Park TX 78613, United States DESCRIPTION: Shipt shopping and delivery service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-28 |
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