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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-10 |
Branch Locations
1435 Loop 1604 West Suite 101, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Our Lady Of The Lake University | San Antonio | TX | 07/2019 | 03/2020 |
| Our Lady Of The Lake University | San Antonio | TX | 08/2016 | 05/2021 |
| Magic Time Machine | San Antonio | TX | 08/2017 | 05/2018 |
| Instacart | San Antonio | TX | 08/2018 | 12/2018 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 07/2021 | Present |
| Unemployed | San Francisco | CA | 06/2018 | 08/2018 |
| Charles Schwab Bank, Ssb | San Antonio | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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