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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2021 | Present |
| Platinum Wealth Solutions Of Texas | San Antonio | TX | 06/2019 | 07/2019 |
| Heb Grocery Company | San Antonio | TX | 01/2016 | 05/2019 |
| Unemployed (College) | College Station | TX | 07/2019 | 06/2020 |
| Unemployed (College) | College Station | TX | 08/2020 | 09/2021 |
| Charles Schwab & Co., Inc. | Plano | TX | 06/2020 | 08/2020 |
| Charles Schwab Bank, Ssb | Westlake | TX | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-22 |
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