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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guaranty Bank And Trust | Denton | TX | 09/2016 | 10/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2019 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2022 | 10/2025 |
| Schwab Wealth Advisory Inc | Westlake | TX | 10/2025 | Present |
CROSS YOUR FINGERS LLC | NOT INVESTMENT-RELATED | DENTON, TX 76207 | MEDICAL DEVICES/SUPPLIES | REGISTERED AGENT/MEMBER | 10/15/2019 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | BUSINESS WAS CREATED TO INVEST IN RENIBUS THAT SPECIALIZES IN RENAL health Kidney condition
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-14 |
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