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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| OK | RA | APPROVED | 2009-10-08 |
Branch Locations
13710 N. Pennsylvania Ave Suite 2, Oklahoma City, OK 73134-6030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Oklahoma City | OK | 09/2009 | Present |
| Charles Schwab Bank | Oklahoma City | OK | 09/2009 | Present |
Georgetown University Alumni Club of Oklahoma|Investment Related:No|2340 Heavenly Drive;Edmond;OK;73012;USA|alumni organization|President|2006-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I participated as President of my University Alumni club prior to joining Schwab - I had mentioned to management before - during March 2016 audit I was asked to disclose my involvement with the alumni group as an outside business activity - my duties since 2006 have included organizing social events (happy hour get togethers), organizing an annual send off party for alumni/parents/students who were accepted into Georgetown
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-24 |
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