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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-19 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Part Advisors, Llc | Grapveine | TX | 05/2015 | 03/2018 |
| Sanford C. Bernstein & Co. Llc | Dallas | TX | 04/2018 | 08/2019 |
| Hilton Hotels | Addison | TX | 11/2019 | 04/2020 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 05/2020 | Present |
| Charles Schwab Bank, Ssb | San Antonio | TX | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-23 |
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