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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-11
  • TX RA
    APPROVED
    Since 2025-02-11

Branch Locations

4200 Westheimer Rd Suite 100, Houston, TX 77027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Houston TX 09/2021 Present
Lululemon Usa Inc. Summit NJ 09/2019 01/2020
Seton Hall University South Orange NJ 08/2016 12/2020
J. Crew Short Hills NJ 05/2016 04/2019
Unemployed North Plainfield NJ 12/2020 09/2021
Charles Schwab Bank, Ssb Houston TX 10/2022 Present
  • 09/2021 → Present
    Houston, TX
  • 09/2019 → 01/2020
    Lululemon Usa Inc.
    Summit, NJ
  • 08/2016 → 12/2020
    Seton Hall University
    South Orange, NJ
  • 05/2016 → 04/2019
    J. Crew
    Short Hills, NJ
  • 12/2020 → 09/2021
    Unemployed
    North Plainfield, NJ
  • 10/2022 → Present
    Charles Schwab Bank, Ssb
    Houston, TX
Other Businesses

1) Casa de Esperanza | Investment Related:No|2911 Corder St building a|Houston|TX|77054|USA|Nonprofit Charitable Organizations|Foundation Board Member|1/1/2026|Less than 20|0|Represent Casa within the community, suggest names for potential governing board, read and understand foundations financial statements and help fulfill its fiduciary responsibilities, and support the majority decision on issues decided by the foundation board. , 2) Rotary Club of Houston | Investment Related:No|P.O. Box 22027 |Houston|TX|77227|USA|Nonprofit Charitable Organizations|Treasurer Elect |7/1/2026|Less than 20|0|As the treasurer elect I will just be shadowing the Treasurer to learn about the role as that will be my responsibility next year starting July 2027. The treasurer is responsible for attending and hosting the finance committee meetings the go over the financial reporting for the club, and overlook accounts payable, club budget, and community service budget. the treasurer does not have access to club funds or investments as that is handled by the foundation board which is completely separate from the Rotary club and treasurer roles.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-22
  • S66 Uniform Combined State Law Examination
    2022-03-22
Designations
Other Names
  • Jay Wilson

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