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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-02-27 |
| TX | RA | APPROVED | 2022-09-02 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Roswell, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Woodstock | GA | 08/2004 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Woodstock | GA | 11/2016 | 07/2022 |
| Charles Schwab & Co., Inc | Roswell | GA | 07/2022 | Present |
| Charles Schwab Premier Bank Ssb | Roswell | GA | 07/2022 | 01/2026 |
| Charles Schwab Bank, Ssb | Roswell | GA | 11/2023 | Present |
1) TableTop Properties LLC | Investment Related:No|116 Buckeye Ln NW|Milledgeville|GA|31061|USA|Real Estate (Non-Agent/Broker)|Member|6/4/2024|Less than 20|0|25% owner/partner of 1 property that is going to be rented out. Basic responsibilities would be coordinating any needed repairs or maintenance as needed on the property in partnership with the other 3 members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-30 |
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