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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-24 |
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Westlake | TX | 01/2019 | 05/2024 |
| Bryant Bank | Birmingham | AL | 10/2018 | 12/2018 |
| Lifeway | Birmingham | AL | 09/2018 | 12/2018 |
| Cvs Health | Birmingham | AL | 05/2018 | 07/2018 |
| Cvs Health | Naples | FL | 09/2015 | 04/2018 |
| Charles Schwab & Co., Inc. | Naples | FL | 01/2022 | Present |
| Td Ameritrade Investment Management, Llc | Westlake | TX | 09/2021 | 09/2023 |
| Charles Schwab Bank, Ssb | Westlake | TX | 11/2023 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-21 |
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