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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2021 | Present |
| American Airlines | Fort Worth | TX | 06/2000 | 06/2020 |
| N/A | Fort Worth | TX | 06/2020 | 01/2021 |
| Schwab Wealth Advisory Inc | Westlake | TX | 05/2023 | Present |
1) Rental properties | Investment Related:No|15336 mallard creek st|roanoke|TX|76262|USA|Real Estate (Non-Agent/Broker)|Landlord|6/1/2007|Less than 20|0|I own three duplexes and collect rental income from each.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
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