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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-22 |
Branch Locations
11800 Schwab Way, Austin, TX 75758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco | Houston | TX | 02/2014 | 08/2018 |
| Invesco | Houston | TX | 02/2014 | 08/2018 |
| Finivi, Inc. | Westborough | MA | 09/2018 | 01/2019 |
| Ahold Delhaize | Quincy | MA | 02/2019 | 05/2019 |
| Kestra Financial, Inc. | Austin | TX | 09/2019 | 08/2021 |
| Unemployed | Boston | MA | 06/2019 | 09/2019 |
| Charles Schwab & Co., Inc. | Austin | TX | 08/2021 | Present |
| Charles Schwab Bank, Ssb | Austin | TX | 08/2021 | 10/2025 |
| Schwab Wealth Advisory Inc | Austin | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-14 |
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