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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Dallas | TX | 02/2023 | Present |
| Full-Time Education | Kansas City | MO | 01/2013 | 06/2021 |
| Ameriprise | Leawood | KS | 06/2021 | 08/2021 |
| Full-Time Education | Lawrence | KS | 09/2021 | 06/2022 |
| Lockton | Dallas | TX | 06/2022 | 08/2022 |
| Full-Time Education | Lawrence | KS | 08/2022 | 02/2023 |
| Charles Schwab Bank | Westlake | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-23 |
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