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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 06/2007 | 01/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2018 | Present |
| Charles Schwab Bank | Fort Worth | TX | 06/2018 | 08/2019 |
| Unemployed | Grapevine | TX | 02/2018 | 05/2018 |
| Td Ameritrade, Inc. | Westlake | TX | 07/2021 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-17 |
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