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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 06/2020 | 06/2024 |
| The University Of Arkansas | Fayetteville | AR | 04/2020 | 05/2020 |
| The Courtyard By Marriott | Fayetteville | AR | 09/2019 | 03/2020 |
| Td Ameritrade | Southlake | TX | 05/2019 | 08/2019 |
| The Courtyard By Marriott | Fayetteville | AR | 05/2018 | 04/2019 |
| The University Of Arkansas | Fayetteville | AR | 01/2017 | 04/2018 |
| Keller Isd | Keller | TX | 11/2015 | 12/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 04/2022 | Present |
| Td Ameritrade Investment Management, Llc | Westlake | TX | 05/2021 | 06/2024 |
| Charles Schwab Premier Bank, Ssb | Westlake | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-01 |
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