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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2021 | Present |
| Swimpro, Llc | Parkland | FL | 02/2016 | 08/2020 |
| Aquakids | Flower Mound | TX | 10/2020 | 03/2021 |
| N/A | Flower Mound | TX | 08/2020 | 10/2020 |
| Charles Schwab Bank Ssb | Westlake | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-19 |
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