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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-12 |
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 |
|---|---|---|---|---|
| Td Ameritrade | South Lake | TX | 08/2020 | 09/2023 |
| Gm Financial | Arlington | TX | 07/2017 | 05/2020 |
| Allied Federal Credit Union | Arlington | TX | 02/2008 | 07/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2023 | Present |
| Charles Schwab Bank | Westlake | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-20 |
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