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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Ft Worth | TX | 12/2006 | 12/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Knoxville | TN | 11/2023 | 05/2025 |
| Schwab Wealth Advisory, Inc. | Knoxville | TN | 05/2025 | 04/2026 |
| Charles Schwab Bank, Ssb | Westlake | TX | 04/2026 | Present |
1) Cutey Patootie Booties|Investment Related: No|5800 Watts Bar Court , Fort Worth, Texas, 76179, USA|Retail|Owner|11/6/2014|Less than 20 hour/month - 0.000000 during trading hours|sewing baby shoes and cloths, 2) Instacart|Investment Related: No|5800 Watts Bar Court , Fort Worth, Texas, 76179, USA|Restaurant/Food Services|Instacart Shopper|5/22/2021|20-40 hour/month - 0.000000 during trading hours|Grocery Shopping /picking up food for people and delivering to their house
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-09 |
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