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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc | Stockton | CA | 07/2009 | 10/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2017 | Present |
| Charles Schwab Bank | Westlake | TX | 10/2017 | 02/2022 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 12/2022 | Present |
North Tarrant Parkway Homeowners Association|Investment Related:No|Real Estate (Non-Agent/Broker)|VP of HOA|2024-12-02|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|The vice-president shall act in the place and stead of the president in the event of his/her absence, inability or refusal to act, and shall exercise and discharge such other duties as may be required of him/her by the Board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-20 |
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