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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Albuquerque | NM | 09/2013 | 05/2017 |
| National Financial Services Llc | Albuquerque | NM | 05/2017 | 10/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2019 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 01/2023 | Present |
Door Dash, Inc. | Investment Related: No | 303 2nd Street; San Francisco; CA; 94107; USA | Restaurant/Food Services | Dasher/ Delivery | Start date: 2024-02-23 | Hours Per Month: More than 40 | Hours Spent during Security Trading: 0 | Provide delivery services for orders.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-17 |
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