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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratera | Dallas | TX | 04/2013 | 04/2018 |
| Calton & Associates, Inc. | Friendswood | TX | 04/2018 | 12/2018 |
| Provasi Capital Partners Lp | Cypress | TX | 10/2014 | 04/2018 |
| Westpark Wealth Advisors, Inc. | Houston | TX | 04/2018 | 12/2018 |
| Frost Brokerage Services | Houston | TX | 02/2019 | 02/2019 |
| Td Ameritrade, Inc. | Houston | TX | 02/2019 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Houston | TX | 03/2019 | 12/2022 |
| Charles Schwab Bank, Ssb | Houston | TX | 07/2022 | Present |
| Charles Schwab & Co., Inc. | Houston | TX | 01/2022 | Present |
| Charles Schwab And Co., Inc. | Houston | TX | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-07 |
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