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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-05 |
| WA | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Augusta | GA | 01/2017 | 03/2017 |
| Unemployed | Charlotte | NC | 09/2016 | 01/2017 |
| Charles Schwab & Co., Inc | El Paso | TX | 07/2017 | 09/2019 |
| Unemployed | El Paso | TX | 04/2017 | 06/2017 |
| Charles Schwab & Co., Inc. | Seattle | WA | 08/2021 | Present |
| Charles Schwab Bank, Ssb | Seattle | WA | 08/2021 | Present |
| Ernst And Young | Daegu | NL | 08/2020 | 07/2021 |
| Unemployment | El Paso | TX | 09/2019 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-13 |
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