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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-21 |
Branch Locations
1435 Loop 1604 West Suite 101, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Antonio | TX | 06/2022 | Present |
| Firstmark Credit Union | San Antonio | TX | 10/2021 | 06/2022 |
| H-E-B, Lp | San Antonio | TX | 06/2020 | 08/2021 |
| Chi Alpha Ministries | San Antonio | TX | 05/2019 | 06/2021 |
| Make Ready Real Estate | Bandera | TX | 05/2018 | 05/2019 |
| The University Of Texas At San Antonio | San Antonio | TX | 08/2015 | 08/2019 |
| Ups | Boerne | TX | 06/2021 | 10/2021 |
| Utsa Student Union | San Antonio | TX | 02/2018 | 04/2018 |
| Cuppencake | San Antonio | TX | 07/2017 | 01/2018 |
| Aldo | San Antonio | TX | 12/2016 | 06/2017 |
| Charles Schwab Bank, Ssb | San Antonio | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
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