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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-27 |
Branch Locations
3150 Crow Canyon Road, San Ramon, CA 94583-1332 • United States
6200 Stoneridge Mall Road Suite 100, Pleasanton, CA 94588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 05/2021 | 03/2022 |
| University Of Texas At Austin | Austin | TX | 10/2020 | 12/2020 |
| Vector Marketing | Austin | TX | 05/2018 | 08/2022 |
| Impact Martial Arts | Austin | TX | 05/2014 | 04/2018 |
| Charles Schwab Bank, Ssb | Pleasanton | CA | 12/2021 | Present |
| Charles Schwab & Co., Inc. | Pleasanton | CA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-26 |
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