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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Westlake | TX | 07/2021 | 06/2024 |
| Vo International Llc Dba Emeli Kate | Wichita | KS | 08/2019 | 07/2021 |
| Clc Lodging Subsidiary Of Fleetcor Technologies | Wichita | KS | 02/2017 | 08/2019 |
| Beauty Nails - Learning How To Run A Nail Salon From My Brother | Wichita | KS | 09/2016 | 02/2017 |
| Scholfield Honda | Wichita | KS | 07/2010 | 09/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2022 | Present |
| Schwab Wealth Advisory Inc. | Westlake | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-09 |
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