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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-13 |
Branch Locations
5100 Belt Line Rd. Suite 852, Dallas, TX 75254 • United States
8401 N Central Expy Suite 110, Dallas, TX 75225-4403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Dallas | TX | 04/2015 | Present |
| Charles Schwab Bank | Dallas | TX | 04/2017 | Present |
(1) CK Family Services/ State of Texas| Investment Related: No| Government| Foster Parent|2023-08-05|Hours Per Month: Varies|Hours Spent during Security Trading: 0|We are serving as a foster parent to two little girls.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-07 |
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