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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
11601 Alterra Pkwy Suite 150, Austin, TX 78758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade, Inc | Fort Worth | TX | 09/2014 | 12/2022 |
| Charles Schwab And Co., Inc. | Austin | TX | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Austin | TX | 07/2024 | Present |
Name of Outside Business:Dance Instructor; Investment Related:No; Address of Outside Business:Austin, TX; Nature of Outside Business:Other; Position:Instructor; Start Date:1/1/2019; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Teach dance through meet up.com
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-02 |
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