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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2018 | Present |
| Freedom Park | Irving | TX | 06/2015 | 11/2017 |
| Student | North Richland Hills | TX | 11/2017 | 01/2018 |
| Weaver | Forth Worth | TX | 01/2018 | 04/2018 |
| Student | North Richland Hills | TX | 04/2018 | 06/2018 |
| Charles Schwab Bank, Ssb | Westlake | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-22 |
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