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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 04/2018 |
| Charles Schwab & Co., Inc. | Austin | TX | 04/2018 | Present |
| Charles Schwab Bank Ssb | Austin | TX | 11/2024 | Present |
1) Vista Ridge High School Track Booster Club | Investment Related:No|Nonprofit Charitable Organizations|Treasurer|1/10/2025|Less than 20|0|As a member of the Track Booster club, and the Treasurer, I am responsible for keeping the books, maintaining the bank account, purchasing supplies for the Vista Ridge High School Track Team. There are monthly reporting requirements for financial records to the high school booster club CPA and to the Leander ISD district office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-31 |
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