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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-27 |
| TX | RA | APPROVED | 2023-08-15 |
Branch Locations
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fed Ex Ground | Hutchins | TX | 06/2017 | 07/2017 |
| Upscale Construction | Dallas | TX | 05/2017 | 08/2020 |
| Walmart | Guthrie | OK | 05/2019 | 09/2019 |
| Lowe'S | Stillwater | OK | 10/2019 | 02/2020 |
| Unemployed | Stillwater | OK | 02/2020 | 08/2020 |
| Fidelity Investments | Westlake | TX | 09/2020 | 10/2021 |
| Charles Schwab & Co., Inc. | Bethesda | MD | 01/2022 | Present |
| Schwab Private Client Investment Advisory, Inc. | Westlake | TX | 01/2022 | 12/2023 |
| Langston University | Langston | OK | 08/2014 | 05/2020 |
| Charles Schwab Bank | Bethesda | MD | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-25 |
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