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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED | 2026-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Sharebuilder, Inc. | New Orleans | LA | 01/2015 | 01/2017 |
| New York Life Insurance Co | Dallas | TX | 01/2017 | 09/2019 |
| Nylife Securities Llc | Dallas | TX | 02/2017 | 09/2019 |
| Eagle Strategies Llc | Dallas | TX | 03/2017 | 09/2019 |
| Edward Jones | St Louis | MO | 10/2019 | 05/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 06/2021 | 02/2026 |
| Drury Hotels | Tempe | AZ | 12/2019 | 06/2021 |
| Schwab Wealth Advisory Inc | Westlake | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-15 |
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