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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 12/2014 | 10/2018 |
| Bank Of America, N.A. | Southlake | TX | 04/2016 | 10/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2018 | Present |
| Charles Schwab Bank Ssb | Plano | TX | 10/2018 | 04/2021 |
| Schwab Wealth Advisory Inc | Westlake | TX | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-12 |
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