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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2023 | Present |
| Trilogy Financial Services | Huntington Beach | CA | 01/2022 | 03/2023 |
| Unemployed | Grapevine | TX | 12/2020 | 01/2022 |
| Texas A&M University | College Station | TX | 01/2019 | 12/2020 |
| Unemployed | Grapevine | TX | 08/2018 | 01/2019 |
| Cheddar's Scratch Kitchen | College Station | TX | 01/2018 | 08/2018 |
| Unemployed | Grapevine | TX | 08/2017 | 01/2018 |
| Lazy Dog Restaurant And Bar | Euless | TX | 01/2017 | 08/2017 |
| Grapevine Recreation Center | Grapevine | TX | 03/2014 | 08/2017 |
| Charles Schwab Bank, Ssb | Westlake | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-17 |
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