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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 11/2020 | 06/2024 |
| Whw Transport, Inc. Dba Cws Recovery | Dallas | TX | 08/2020 | 06/2021 |
| Parking Monitor, Inc Dba Parking Control | Dallas | TX | 01/2019 | 08/2020 |
| Lew And Lin Investing Llc | Rockwall | TX | 01/2018 | 12/2019 |
| Unemployed | Mckinney | TX | 01/2016 | 12/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-11 |
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