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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED | 2025-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Denver | CO | 12/2013 | Present |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 10/2016 | 12/2016 |
| Charles Schwab Bank, Ssb | Denver | CO | 11/2021 | 04/2022 |
| Schwab Wealth Advisory Inc | Denver | CO | 04/2022 | 10/2025 |
| Root Financial Partners | Encinitas | CA | 10/2025 | Present |
1) Cozy Cabin TN | Not Investment Related | Sevierville, TN | Real Estate (Non-Agent/Broker) | Airbnb Superhost | Start date 3.13.2022 | For less than 20 hours per month, none during trading hours | Run a vacation unit to help travelers experience TN. 2) Grau Excavation Collections | Investment Related: No | Legal Services | Collector | 2022-07-13 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | Call out on outstanding claims and collect fees due. 3) Family Friend Law Practice | Investment Related: No | Legal Services | Administrative Assistant| Hours Per Month: Less than 10 | Hours Spent during Security Trading: 0 | Assists a family friend with clerical and organizational tasks for a law practice on weekends. Work is administrative in nature and unrelated to investment advisory or legal advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-02 |
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