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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-02
WA RA APPROVED 2016-01-21
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • WA RA
    APPROVED
    Since 2016-01-21

Branch Locations

818 West Riverside Avenue Suite 150, Spokane, WA 99201-0916 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Spokane WA 09/2014 Present
Charles Schwab Bank. Ssb Spokane WA 01/2016 Present
Other Businesses

1) Let's Get Nerdy LLC | Investment Related:No|Retail|Owner|5/9/2025|Less than 20|0|Looking to start a company where I sell Pokemon Cards online. Might do some blogging about card collecting.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-10
S63 Uniform Securities Agent State Law Examination 2014-12-12
  • S66 Uniform Combined State Law Examination
    2015-08-10
  • S63 Uniform Securities Agent State Law Examination
    2014-12-12
Designations

View on SEC IAPD

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