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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-13 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Think2Perform | Grand Prairie | TX | 06/2016 | 01/2017 |
| Valuteachers | Grand Prairie | TX | 02/2017 | 11/2017 |
| Transamerica Investors Securities Corporation | Waco | TX | 11/2017 | 12/2018 |
| Transamerica Retirement Solutions | Waco | TX | 11/2017 | 12/2018 |
| Fisher Investments | Plano | TX | 05/2019 | 09/2019 |
| Unemployed | Grand Prairie | TX | 12/2018 | 05/2019 |
| Jpmorgan Chase Bank Na | Plano | TX | 10/2019 | 11/2019 |
| Jpmorgan Securities Llc | Plano | TX | 10/2019 | 11/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2019 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-13 |
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