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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 10/2007 | 05/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2020 | Present |
| Charles Schwab Bank | Westlake | TX | 05/2020 | Present |
1) Rental House at 9909 Lakemont, Dallas, TX 75220 | Investment Related:No|9909 Lakemont|Dallas|Tx|75220|USA|Rental Services (Other than Real Estate)|owner|6/1/2020|Less than 20|0|My wife and I rent a second house held in our name to some friends at cost. Periodically the house needs maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-31 |
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