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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2022 | Present |
| Fresco's Cocina Mexicana | Burleson | TX | 06/2018 | 03/2022 |
| H-E-B, Lp | Burleson | TX | 12/2016 | 04/2018 |
| Spring Creek Bbq | Burleson | TX | 08/2016 | 12/2016 |
| N/A | Burleson | TX | 04/2018 | 06/2018 |
| Chuy's | Fort Worth | TX | 03/2022 | 08/2022 |
| Charles Schwab Bank | Westlake | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-02 |
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