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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2021 | Present |
| Chick-Fil-A | Fort Worth | TX | 07/2020 | 08/2021 |
| Midwestern State University | Wichita Falls | TX | 08/2017 | 05/2019 |
| The Job Center Staffing | Bedford | TX | 09/2019 | 03/2020 |
| University Of North Texas | Denton | TX | 08/2014 | 05/2017 |
| Unemployed | Trophy Club | TX | 06/2019 | 08/2019 |
| Unemployed | Trophy Club | TX | 04/2020 | 06/2020 |
| Charles Schwab Bank, Ssb | Westlake | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-12 |
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