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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2022 | Present |
| Fort Worth Isd/ Sam Rosen Elementary | Fort Worth | TX | 08/2018 | 06/2020 |
| Dallas Isd - Sydney Lanier Vanguard School | Dallas | TX | 08/2014 | 08/2018 |
| N/A | Northlake | TX | 06/2020 | 03/2022 |
| Charles Schwab Bank, Ssb | Westlake | TX | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-13 |
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