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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 01/2009 | 06/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2022 | Present |
1) Chasah Church | Investment Related:No|Nonprofit Charitable Organizations|Director|3/16/2025|Less than 20|0|Serves in the capacity of Pastor (or Elder) for a newly formed church in Fort Worth Texas. This is an unpaid, strictly voluntary position, where activities are structured to occur outside of my regular work hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-13 |
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