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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-12 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
North Richland Hills, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 05/2016 | 07/2017 |
| Valic Financial Advisors | Houston | TX | 08/2017 | 09/2022 |
| American Internationl Group | Houston | TX | 08/2017 | 09/2022 |
| Charles Schwab & Co., Inc. | North Richland Hills | TX | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-27 |
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