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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dave Rich Firework And Co | Denton | TX | 07/2022 | 07/2022 |
| Charles Schwab Co., Inc. | Westlake | TX | 07/2023 | Present |
| Real Time Resolution | Dallas | TX | 12/2020 | 12/2021 |
| Unemployed | Norman | OK | 08/2020 | 12/2020 |
| Lowes | Frisco | TX | 03/2020 | 08/2020 |
| Unemployed | Norman | OK | 08/2019 | 03/2020 |
| Unemployed | Frisco | TX | 06/2019 | 08/2019 |
| Dough Society | Plano | TX | 11/2018 | 06/2019 |
| Michael Johnson Performance | Mckinney | TX | 08/2018 | 05/2019 |
| Mccallister's Deli | Frisco | TX | 08/2018 | 11/2018 |
| Unemployed | Frisco | TX | 03/2018 | 07/2018 |
| Spring Creek Bbq | Frisco | TX | 10/2017 | 03/2018 |
| Frisco Rough Riders | Frisco | TX | 06/2017 | 10/2017 |
| Unemployed | Frisco | TX | 01/2012 | 06/2017 |
| Unemployed | Norman | OK | 08/2022 | 11/2022 |
| Unemployed | Norman | OK | 01/2023 | 07/2023 |
| Charles Schwab Co., Inc. | Austin | TX | 06/2022 | 08/2022 |
| Unemployed | Norman | OK | 12/2021 | 06/2022 |
| Total Wine | Plano | TX | 11/2022 | 01/2023 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-05 |
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