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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-01 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2020 | Present |
| Pricetrace Llc | Richardson | TX | 01/2020 | 09/2020 |
| Grand View Construction, Llc | Houston | TX | 05/2019 | 12/2020 |
| University Of Houston | Houston | TX | 01/2018 | 05/2019 |
| Fairway Insurance | Houston | TX | 08/2017 | 12/2018 |
| University Of Houston | Houston | TX | 01/2015 | 08/2017 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-08 |
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