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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-06 |
Branch Locations
4200 Westheimer Rd Suite 100, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Houston | TX | 10/2020 | Present |
| California Pizza Kitchen | The Woodlands | TX | 10/2019 | 09/2020 |
| Regal Pools Companies Lp | Tomball | TX | 04/2019 | 11/2019 |
| House Of Pizza - Clinton | Clinton | SC | 09/2018 | 12/2018 |
| City Of Clinton Department Of Public Works | Clinton | SC | 09/2018 | 11/2018 |
| Presbyterian College | Clinton | SC | 08/2016 | 12/2018 |
| Unemployed | Longmont | CO | 12/2018 | 04/2019 |
| Charles Schwab Bank | Houston | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-25 |
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