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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-15 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Boerne, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 10/2011 | 12/2022 |
| Charles Schwab And Co., Inc. | Fort Worth | TX | 12/2022 | Present |
| Charles Schwab Bank | Fort Worth | TX | 04/2025 | Present |
1) Jeff Strain (session musician) | Investment Related:No|Performing/Fine Arts|Musician|9/20/2012|Less than 20|0.000000|I am a trained musician, and while currently not performing professionally on a consistant basis, I get asked to perfrom professionally from time to time. This can include perfroming with orchestras, bands, solo performance, and private instruction. I do not anticipate income from music to exceed $2,500 annually. (Note Update as of 2/1/23: I will be performing with my churches worship band starting this month - 2/23)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-21 |
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