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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2011 | Present |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 10/2016 | 12/2016 |
Paradox Church | not investment related | Fort Worth, Texas | start date 04/13/2020 | financial counselor to church members | less than 20 hours per month | none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-19 |
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