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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vivint | Denton | TX | 02/2018 | 02/2019 |
| Sba | Denton | TX | 07/2020 | 09/2020 |
| Quiktrip | Lake Dallas | TX | 12/2014 | 06/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2021 | Present |
| Charles Schwab Bank | Westlake | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-28 |
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