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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Westlake | TX | 06/2013 | Present |
| Uber | San Francisco | CA | 10/2015 | Present |
| Charles Schwab Bank | Westlake | TX | 06/2017 | 04/2018 |
1) Uber | Investment Related:No|405 Howard Street|San Francisco|CA|94105|USA|Travel/Transportation/Tourism|Driver|10/2/2015|Less than 20|0|I would be a ride-sharing driver. Uber is typically defined as a taxi replacement service whereby customers would pay me to be their transportation. This would be strictly on weekends and never conflict with my employment at Charles Schwab.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-20 |
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