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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 2026-04-10
  • TX RA
    APPROVED
    Since 2026-04-10

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade, Inc St. Louis MO 12/2021 12/2023
Boxify Logistics Edwardsville IL 10/2021 01/2022
Two Men One Truck Fenton MO 10/2021 10/2021
Door Dash Collinsville IL 09/2021 10/2021
Aflac Collinsville IL 08/2021 09/2021
Fedex East St Louis IL 07/2021 08/2021
Heb San Angelo TX 06/2016 07/2021
Charles Schwab & Co., Inc. Westlake TX 10/2022 Present
  • 12/2021 → 12/2023
    Td Ameritrade, Inc
    St. Louis, MO
  • 10/2021 → 01/2022
    Boxify Logistics
    Edwardsville, IL
  • 10/2021 → 10/2021
    Two Men One Truck
    Fenton, MO
  • 09/2021 → 10/2021
    Door Dash
    Collinsville, IL
  • 08/2021 → 09/2021
    Aflac
    Collinsville, IL
  • 07/2021 → 08/2021
    Fedex
    East St Louis, IL
  • 06/2016 → 07/2021
    Heb
    San Angelo, TX
  • 10/2022 → Present
    Westlake, TX
Other Businesses

1. Personal | Investment Related: No | Ebay Amazon Re seller | Owner | 2023-01-01 | Hours Per Month: Varies | Hours Spent during Security Trading: 0 | Selling Items on EBA/Amazon. 2. BeardedFlipz LLC|Investment Related:No|Re sale of goods Clothing DVD's, Books, Games, Shoes Etc.|Owner|2023-06-26|Hours Per Month: Varies|Hours Spent during Security Trading:1|Listing and Buying Items for my online store. I manage all financials as of book keeping taxes. 3. BeardedJester|Investment Related:No|Creating content/ videos streaming|Owner|2013-03-17|Hours Per Month:Less than 20|Hours Spent during Security Trading:0|Upload videos to youtube. Stream on twitch 4. Uber/DoorDash |Investment Related:No|Travel/Transportation/Tourism|Taxi|2025-10-10|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Drive people from one place to another. Pick up food and drop it off

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-08
S63 Uniform Securities Agent State Law Examination 2022-07-08
  • S66 Uniform Combined State Law Examination
    2026-04-08
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08

View on SEC IAPD

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