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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-15 |
| CA | RA | APPROVED | 2020-05-05 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
1450 Fashion Island Boulevard, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | San Francisco | CA | 08/2011 | 07/2016 |
| Charles Schwab & Co., Inc | San Francisco | CA | 08/2011 | 07/2016 |
| Fisher Investments | San Mateo | CA | 03/2020 | Present |
| Unemployed | San Francisco | CA | 07/2016 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-05 |
| S66 | Uniform Combined State Law Examination | 2006-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-30 |
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