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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 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Halyk Finance Almaty 06/2014 07/2018
Self-Employed Plantation FL 07/2018 06/2022
Td Ameritrade St Louis MO 06/2022 09/2023
Charles Schwab & Co., Inc. Westlake TX 09/2023 Present
  • 06/2014 → 07/2018
    Halyk Finance
    Almaty
  • 07/2018 → 06/2022
    Self-Employed
    Plantation, FL
  • 06/2022 → 09/2023
    Td Ameritrade
    St Louis, MO
  • 09/2023 → Present
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-10
S63 Uniform Securities Agent State Law Examination 2022-10-18
  • S66 Uniform Combined State Law Examination
    2025-07-10
  • S63 Uniform Securities Agent State Law Examination
    2022-10-18

View on SEC IAPD

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