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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 08/2013 | 12/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2017 | Present |
| Unemployed | Grand Prairie | TX | 01/2017 | 09/2017 |
| Schwab Wealth Advisory Inc | Westlake | TX | 05/2021 | Present |
1) ANR Capital Partners S Corp|Investment Related:No|Retail|Partner|2026-04-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Purpose: UPS store that provides shipping and printing needs & for purchasing land and building homes to sell using a 3rd party agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-16 |
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