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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 09/2021 | Present |
| University Of Texas | Austin | TX | 08/2018 | 05/2021 |
| Cliff's Check Cashing | Lewisville | TX | 11/2016 | 03/2020 |
| Chow Asian | Plano | TX | 09/2016 | 03/2017 |
| Transamerica | Houston | TX | 06/2019 | 08/2019 |
| Unemployed | Austin | TX | 06/2021 | 09/2021 |
1) "Sigma Theta |Investment Related:No|2501 Leon St;Austin;TX;78705;US|Nonprofit Charitable Organizations|Board Member|2026-03-23|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0| ?I would work as a sounding board to college aged kids that are in control of the organization's budget. My role is to make sure that money is budgeted wisely with an eye towards the future, such as house renovations and scholarships rather than a social event. ?I would also work in a fundraising capacity, ensuring that there are enough funds to pay pension plans and grant scholarships. I do not have access to any accounts to transact in any way, nor am I compensated in any way for my time. ?This role would take up no more than 1 or 2 hours per week, and probably only a couple hours a month. ?I cannot trade nor am solely responsible for investment decisions, that activity is relegated to the students."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-18 |
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