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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starbucks Coffee | Grand Prairie | TX | 08/2015 | 11/2016 |
| Fort Worth Independent School District | Fort Worth | TX | 03/2019 | 07/2019 |
| The Cheesecake Factory | Fort Worth | TX | 05/2018 | 12/2018 |
| Tarleton State University | Stephenville | TX | 08/2017 | 05/2018 |
| Outback Steakhouse | Arlington | TX | 05/2016 | 09/2017 |
| American National Bank Of Texas | Fort Worth | TX | 07/2019 | 08/2020 |
| First Command Financial Services | Fort Worth | TX | 08/2020 | 07/2022 |
| Full-Time Education | Fort Worth | TX | 12/2018 | 07/2019 |
| First Command Brokerage Services | Fort Worth | TX | 07/2022 | 04/2024 |
| First Command Brokerage Services | Fort Worth | TX | 04/2024 | 09/2025 |
| Charles Schwab | Westlake | TX | 10/2025 | Present |
| Schwab Wealth Advisory, Inc | Westlake | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-17 |
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