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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Tulsa | OK | 09/2011 | 08/2017 |
| Ameriprise | Tulsa | OK | 09/2018 | 01/2019 |
| Bokf, Na | Tulsa | OK | 02/2019 | 10/2021 |
| Bok Financial Securities, Inc. | Tulsa | OK | 02/2019 | 10/2021 |
| Unemployed | Tulsa | OK | 08/2017 | 09/2018 |
| Charles Schwab & Co., Inc. | Tulsa | OK | 11/2021 | 03/2025 |
| Charles Schwab Bank, Ssb | Tulsa | OK | 11/2021 | 03/2025 |
| Td Ameritrade, Inc. | Tulsa | OK | 10/2022 | 06/2024 |
| Td Ameritrade Investment Management, Llc | Tulsa | OK | 10/2022 | 06/2024 |
| Charles Schwab & Co., Inc. | Tulsa | OK | 06/2024 | 03/2025 |
| Unemployed | Westlake | TX | 03/2025 | 02/2026 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2026 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-25 |
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