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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Fort Worth | TX | 05/2021 | 06/2024 |
| Builders Sales & Service Company | Fort Worth | TX | 04/2020 | 05/2021 |
| Fort Worth Appliance Team | Hurst | TX | 05/2019 | 05/2021 |
| Cici's Pizza | Grand Prarie | TX | 04/2019 | 05/2019 |
| Domino's Pizza | Arlington | TX | 12/2018 | 02/2019 |
| Papa Johns | Arlington | TX | 05/2018 | 12/2018 |
| Eastfield College | Mesquite | TX | 08/2017 | 05/2018 |
| Ellis Color Supply | Dallas | TX | 05/2017 | 07/2017 |
| Whataburger | Forney | TX | 03/2017 | 03/2017 |
| Taco Casa | Forney | TX | 01/2017 | 02/2017 |
| Student | Forney | TX | 01/2013 | 01/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2022 | Present |
| Td Ameritrade Investment Management, Llc | Fort Worth | TX | 11/2022 | 06/2024 |
| Charles Schwab Bank, Ssb | Westlake | TX | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-21 |
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