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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Westlake | TX | 03/2011 | 02/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2018 | Present |
| Charles Schwab Bank | Westlake | TX | 03/2018 | 05/2022 |
| Schwab Wealth Advisory Inc | Westlake | TX | 05/2022 | Present |
1) Dog sitting | Investment Related:No|3132 Hollow Valley Dr|Fort Worth|TX|76244|USA|Personal/Household Services|Dog sitter|3/28/2018|Varies|0|I watched people dogs and house for them while they are out of town. Get the mail, water the plants. , 2) Photography | Investment Related:No|Other|Photograhper|9/21/2023|Less than 20|0|Selling pictures I have taken through travel and other events, 3) GallantFew | Investment Related:No|PO BOX 1157|Roanke|Tx|76262|United States|Nonprofit Charitable Organizations|Board member|1/1/2024|Less than 20|0|Board member for org, will be on the operational or development committee. , 4) My Social Secretary | Investment Related:No|Other|Owner|12/3/2025|Less than 20|0|Owner of My Social Secretary, which is a website to facilitate event planning and organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-01 |
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