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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-28 |
Branch Locations
400 Westlake Ave N Suite 110, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quadcap Wealth Management | Frisco | TX | 06/2022 | 11/2022 |
| Student | Lubbock | TX | 08/2021 | 06/2022 |
| Full-Time Education | Lubbock | TX | 02/2014 | 06/2021 |
| Schwab Wealth Advisory Inc | Westlake | TX | 02/2023 | 01/2025 |
| Charles Schwab & Co., Inc. | Bellevue | WA | 02/2023 | Present |
| Charles Schwab Bank, Ssb | Bellevue | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-19 |
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