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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-08 |
Branch Locations
1945 Northwestern Drive, El Paso, TX 79912-1108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 06/2018 | 06/2022 |
| Houston Independent School District | Houston | TX | 08/2016 | 06/2018 |
| La Fitness | Houston | TX | 06/2017 | 07/2019 |
| Mwa Financial Services Inc | Rock Island | IL | 07/2018 | 06/2022 |
| Sat | Houston | TX | 08/2018 | 02/2019 |
| Temple College | Temple | TX | 05/2021 | 04/2022 |
| Charles Schwab & Co., Inc. | El Paso | TX | 06/2022 | Present |
| Charles Schwab Bank, Ssb | El Paso | TX | 11/2023 | Present |
| Charles Schwab Premier Bank | El Paso | TX | 11/2023 | Present |
| Charles Schwab Trust Bank | El Paso | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-05 |
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