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2333 Town Center Drive Suite 100, Sugar Land, TX 77478-4175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-30 |
Branch Locations
2333 Town Center Drive Suite 100, Sugar Land, TX 77478-4175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Houston | TX | 02/2019 | 03/2025 |
| Charles Schwab & Co. Inc. | Plano | TX | 06/2019 | 08/2019 |
| United Health Care | Pittsburgh | PA | 06/2017 | 08/2017 |
| Lousiana Tech University | Ruston | LA | 06/2015 | 02/2019 |
| Lambright Sports And Wellness | Ruston | LA | 10/2016 | 01/2019 |
| Charles Schwab Bank, Ssb | Houston | TX | 06/2018 | 03/2025 |
| Wj Interests, Llc | Sugar Land | TX | 04/2025 | Present |
Louisiana Tech University College of Business Student Managed Investment Fund|Investment Related:No|502 W. Texas Ave.;Ruston;LA;71270;United States|Education|Board Member|2024-05-10|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Responsibilities of the role are attendance of annual review meeting where students managing endowment fund present their changes to the portfolio. Board Member role does not provide advice on securities or strategies, but asks questions of students on rationale of decisions made and annual performance of the portfolio.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-14 |
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