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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Waxahachie, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Waxahachie | TX | 02/2019 | Present |
| J. P. Morgan Chase | Arlington | TX | 08/2017 | 02/2019 |
| Pls Check Cashiers | Dallas | TX | 03/2013 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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