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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc. | Lone Tree | CO | 03/2015 | 11/2022 |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 12/2016 | 05/2020 |
| Unemployed | Parker | CO | 11/2022 | 07/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-14 |
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