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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2026 | Present |
| Td Ameritrade | Southlake | TX | 10/2020 | 06/2024 |
| The Gatehouse Fine Jewelers | Southlake | TX | 11/2016 | 10/2020 |
| American Residential Services | Irving | TX | 11/2015 | 10/2016 |
| Charles Schwab And Co., Inc. | Westlake | TX | 06/2024 | Present |
1) D-Flawless Concierge Jewelers | Investment Related:No|640 N Carroll Ave Ste 100-13 |Southlake|Texas|76051|USA|Retail|Sales Associate|12/4/2021|Less than 20|0.000000|Sales, 2) No Limits Staffing | Investment Related:No|140 W Eldred St.|Burleson|TX|76028|USA|Healthcare Services|Stretching and Flexibility Coach|8/24/2025|Less than 20|0|Administering stretches to applicants
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-08 |
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