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2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-07 |
Branch Locations
2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Antonio | TX | 07/2013 | 02/2024 |
| Charles Schwab Bank | San Antonio | TX | 07/2013 | 02/2024 |
| Financial Life Advisors | San Antonio | TX | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-28 |
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