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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2021 | Present |
| North Texas Orthopedics | Grapevine | TX | 05/2019 | 05/2021 |
| North Tarrant Family Practice | Fort Worth | TX | 08/2018 | 04/2019 |
| University Of Oklahoma | Norman | OK | 08/2016 | 07/2018 |
| University Of Oklahoma Norman Campus | Norman | OK | 08/2011 | 08/2018 |
| Charles Schwab Bank, Ssb | Westlake | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-09 |
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