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425 Market Street Suite 1700, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-21 |
| CA | RA | APPROVED | 2024-06-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 02/2016 | 09/2017 |
| Td Ameritrade | Fort Worth | TX | 10/2017 | 09/2023 |
| Charles Schwab And Co., Inc. | Omaha | NE | 09/2023 | 06/2024 |
| Charles Schwab Investment Management, Inc. | Westlake | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-25 |
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