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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2022 | Present |
| Student | Bedford | TX | 08/2021 | 05/2022 |
| Charles Schwab & Co., Inc | Westlake | TX | 06/2021 | 08/2021 |
| Student | Bedford | TX | 01/2012 | 06/2021 |
| Schwab Wealth Advisory | Westlake | TX | 09/2022 | Present |
1) 6 Stones Mission Network | Investment Related:No|209 N. Industrial Blvd|Bedford|Texas|76021|United States|Nonprofit Charitable Organizations|Advisory Board of Directors|1/1/2020|Less than 20|0|Advise the board of directors on strategy for events, growth, and new board candidates. Participate in board of directors meetings, although I have no voting rights.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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