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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-06-05 |
Branch Locations
13710 N. Pennsylvania Ave Suite 2, Oklahoma City, OK 73134-6030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Oklahoma City | OK | 05/2026 | Present |
| Charles Schwab Bank | Oklahoma City | OK | 05/2026 | Present |
| Full Time Education | Fayetteville | AR | 08/2018 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 05/2022 | 05/2026 |
| Oklahoma State University | Stillwater | OK | 08/2019 | 05/2022 |
| University Of Arkansas | Fayetteville | AR | 08/2018 | 05/2019 |
| Collinsville Public School | Collinsville | OK | 01/2012 | 05/2018 |
| Green Country Feed & Seed | Tulsa | OK | 09/2016 | 05/2018 |
| Patriot Golf Club | Owasso | OK | 05/2018 | 08/2018 |
| Northwestern Mutual | Tulsa | OK | 05/2021 | 12/2021 |
| Ups | Tulsa | OK | 07/2020 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-02 |
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