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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Westlake | TX | 08/2020 | 12/2022 |
| Virtual Service Operations | Irving | TX | 06/2020 | 07/2020 |
| University Of Dallas | Irving | TX | 08/2019 | 05/2020 |
| Texas Truck Tire | Houston | TX | 06/2019 | 12/2019 |
| University Of Dallas | Irving | TX | 08/2018 | 05/2019 |
| Midtown Educational Foundation | Chicago | IL | 06/2018 | 08/2018 |
| University Of Dallas | Irving | TX | 08/2017 | 05/2018 |
| Student | Houston | TX | 08/2012 | 05/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-09 |
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