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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Southlake | TX | 06/2022 | 04/2023 |
| Mark Rovenstine | Dallas | TX | 04/2022 | 06/2022 |
| Lauderdale Homes, L.L.C. | Dallas | TX | 10/2018 | 06/2021 |
| Towne Park | Denver | CO | 04/2013 | 04/2018 |
| Unemployed | Denver | CO | 05/2018 | 09/2018 |
| Unemployed | Dallas | TX | 07/2021 | 03/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-18 |
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