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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-31 |
Branch Locations
1111 W 6Th St. Suite 120, Austin, TX 78703 • United States
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 12/2021 | Present |
| Mcneese St. Student Life Coalition | Lake Charles | LA | 06/2014 | 12/2016 |
| Ob's Bar & Grill | Lake Charles | LA | 06/2015 | 01/2021 |
| L'aUberge Casino Resort: Pool Resort | Lake Charles | LA | 02/2018 | 09/2020 |
| Billy Navarre Chevrolet | Lake Charles | LA | 06/2018 | 10/2018 |
| L'aUberge Casino Resort: Jack Daniels | Lake Charles | LA | 10/2019 | 09/2020 |
| L'aUberge Casino Resort: Ember | Lake Charles | LA | 06/2020 | 09/2020 |
| Barton Associates | Austin | TX | 02/2021 | 05/2021 |
| Mia Italian Tapas & Bar | Austin | TX | 05/2021 | 12/2021 |
| Charles Schwab Bank, Ssb | Austin | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-28 |
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