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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-06 |
| CA | RA | APPROVED | 2018-10-17 |
Branch Locations
5100 Belt Line Rd. Suite 852, Dallas, TX 75254 • United States
8401 N Central Expy Suite 110, Dallas, TX 75225-4403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Dallas | TX | 01/2013 | Present |
| Charles Schwab Bank, Ssb | Dallas | TX | 10/2018 | Present |
1) N/A | Investment Related:No|2100 Piper's Field Dr. #4|Austin|TX|78758|USA|Rental Services (Other than Real Estate)|Landlord|1/15/2021|Less than 20|1|I have a management company that manages the renting of my condo in Austin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-17 |
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