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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Dallas | TX | 06/2011 | 07/2017 |
| Unemployed | Flower Mound | TX | 08/2017 | 10/2017 |
| Nylife Securities Llc | Frisco | TX | 01/2018 | 08/2018 |
| New York Life Insurance Company | Frisco | TX | 11/2017 | 08/2018 |
| Eagle Strategies Llc | Frisco | TX | 02/2018 | 08/2018 |
| Charles Schwab & Co., Inc. | Fort Worth | TX | 10/2018 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-01 |
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