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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2022 | Present |
| Regenesys Physical Medicine | Frisco | TX | 05/2021 | 05/2022 |
| The Craniofacial Center | Dallas | TX | 11/2020 | 03/2021 |
| North Star Diagnostic Imaging | Plano | TX | 01/2019 | 11/2020 |
| Unemployed | Lewisville | TX | 03/2021 | 05/2021 |
| North Lake Community College | Irving | TX | 08/2016 | 12/2019 |
| Proform Clinic | Flower Mounds | TX | 08/2017 | 01/2019 |
| Win Spine Clinic | Lewisville | TX | 08/2016 | 08/2017 |
| Schwab Wealth Advisory Inc | Westlake | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-02 |
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