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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade Inc | Ft Worth | TX | 02/2007 | 07/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2017 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 08/2025 | Present |
1) Kendrick Perry - Rental Property (Owner) | Investment Related:No|108 Northern Ave|Lafayette|LA|70501|USA|Other|Rental Property (Inherited)|10/15/2024|Less than 20|0|I own 2 homes in Louisiana, one of which I plan to rent out to tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-18 |
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