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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2013 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 02/2013 | Present |
1) Self - rental of property|Investment Related:No|Real Estate (Non-Agent/Broker)|Home Owner|2022-11-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:1|Home owner of rental property. 2) Fit & Faith Living|Investment Related:No|3535 Marvin D Love Fwy;Dallas;TX;75224;USA|Nonprofit Charitable Organizations|Advisory Board Member|2024-03-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Given my expertise and background, provide guidance to help FFL problem solve and explore options for fundraising and strategic direction.. 3) American Diabetes Association|Investment Related:No|Nonprofit Charitable Organizations|Community Leadership Board Member |2025-03-18|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Reporting to the North Texas ADA Market Executive Director (ED) and Chair of the Community Leadership Board (CLB), members are volunteers whose primary purpose is to work closely with the market ED and Board Executive Committee to assist the market in achieving its revenue and mission-oriented goals. CLB members understand and support the ADA mission, and are familiar with local market revenue generation, community initiatives, campaigns, and advocacy programs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-17 |
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