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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-09-11
  • VA RA
    APPROVED
    Since 2024-09-11

Branch Locations

4701 Virginia Beach Blvd. Suite 200, Virginia Beach, VA 23462 • 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
Charles Schwab & Co., Inc. Scottsdale AZ 09/2022 Present
Auburn Lakes Rapids Spring TX 05/2019 06/2019
Juice Plus Collierville TN 03/2018 09/2022
La Paloma Country Club Tucson AZ 01/2022 09/2022
Charles Schwab Westlake TX 06/2021 08/2021
Clubcorp- Twcc The Woodlands TX 06/2017 08/2017
Villa Sport Athletic Club And Spa The Woodlands TX 07/2015 08/2018
Charles Schwab Bank Ssb Scottsdale AZ 06/2023 Present
  • 09/2022 → Present
    Scottsdale, AZ
  • 05/2019 → 06/2019
    Auburn Lakes Rapids
    Spring, TX
  • 03/2018 → 09/2022
    Juice Plus
    Collierville, TN
  • 01/2022 → 09/2022
    La Paloma Country Club
    Tucson, AZ
  • 06/2021 → 08/2021
    Charles Schwab
    Westlake, TX
  • 06/2017 → 08/2017
    Clubcorp- Twcc
    The Woodlands, TX
  • 07/2015 → 08/2018
    Villa Sport Athletic Club And Spa
    The Woodlands, TX
  • 06/2023 → Present
    Charles Schwab Bank Ssb
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-16
  • S66 Uniform Combined State Law Examination
    2022-12-16

View on SEC IAPD

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