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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-20 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | South Lake | TX | 12/2019 | 10/2020 |
| Texas Health Resource | Arlington | TX | 01/2017 | 11/2019 |
| Texas Health Resource | Hurst | TX | 08/2016 | 12/2016 |
| Robinhood Financial, Llc | Southlake | TX | 10/2020 | 03/2023 |
| Robinhood Markets, Inc | Southlake | TX | 06/2022 | 03/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2023 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 01/2024 | Present |
1) Amarrage CO. LLC|Investment Related: No|Retail|Member|3/17/2025|Varies hour/month - 0 during trading hours|I am listed under the business for estate reasons. My wife sell candles and just started a wedding planning business/day of coordinator.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-20 |
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