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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-10-05
  • TX RA
    APPROVED
    Since 2021-10-05

Branch Locations

12532 Fm 2244, Bee Cave, TX 78738 • United States

11800 Schwab Way, Austin, TX 78758 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Bee Cave TX 02/2020 Present
The Fit Company Austin TX 12/2018 01/2020
The Retail Connection Austin TX 05/2018 08/2018
Lifetime Fitness Austin TX 05/2014 07/2019
Student Austin TX 08/2010 05/2019
Charles Schwab Bank, Ssb Bee Cave TX 08/2021 Present
  • 02/2020 → Present
    Bee Cave, TX
  • 12/2018 → 01/2020
    The Fit Company
    Austin, TX
  • 05/2018 → 08/2018
    The Retail Connection
    Austin, TX
  • 05/2014 → 07/2019
    Lifetime Fitness
    Austin, TX
  • 08/2010 → 05/2019
    Student
    Austin, TX
  • 08/2021 → Present
    Charles Schwab Bank, Ssb
    Bee Cave, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-05
S63 Uniform Securities Agent State Law Examination 2020-11-02
  • S66 Uniform Combined State Law Examination
    2021-10-05
  • S63 Uniform Securities Agent State Law Examination
    2020-11-02
Designations

View on SEC IAPD

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