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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-24 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade Inc | Westlake | TX | 11/2006 | 06/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2022 | Present |
FALLBROOK PARTNERS LP POSITION: LIMITED PARTNER NATURE: HOTEL OWNERSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/19/2015 ADDRESS: 222 PENNBRIGHT DR, HOUSTON TX 77090 DESCRIPTION: INVESTOR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-31 |
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