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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 12/2020 | 06/2024 |
| Ntx Couriers | Keller | TX | 02/2018 | 12/2020 |
| Moviehouse & Eatery | Keller | TX | 08/2014 | 02/2018 |
| Charles Schwab & Co., Inc. | Westlake | NE | 06/2023 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-29 |
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