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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-04 |
Branch Locations
6500 International Parkway Suite 2050, Plano, TX 75093 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Millburn | NJ | 07/2016 | 02/2019 |
| Charles Schwab Bank | Millburn | NJ | 07/2016 | 02/2019 |
| Td Ameritrade | Southlake | TX | 02/2019 | 12/2019 |
| Fisher Investments | Plano | TX | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-13 |
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