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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Service Llc | Westlake | TX | 06/2015 | 12/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2017 | Present |
| Charles Schwab Bank; | Westlake | TX | 12/2017 | Present |
(1) Rental Property; Landlord; Dallas, TX; Start Date: 11/1/2021; Leasing out second home; Generally, less than 20 hours per month; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-17 |
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