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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 2025-07-08
  • TX RA
    APPROVED
    Since 2025-07-08

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
Unemployed Fort Worth TX 07/2022 10/2022
Surespire Fort Worth TX 02/2021 06/2022
Ventura Foods Fort Worth TX 03/2019 02/2021
Ajilon Staffing Fort Worth TX 08/2018 03/2019
Prima Title Group Fort Worth TX 06/2016 08/2018
Charles Schwab & Co., Inc. Westlake TX 10/2022 Present
  • 07/2022 → 10/2022
    Unemployed
    Fort Worth, TX
  • 02/2021 → 06/2022
    Surespire
    Fort Worth, TX
  • 03/2019 → 02/2021
    Ventura Foods
    Fort Worth, TX
  • 08/2018 → 03/2019
    Ajilon Staffing
    Fort Worth, TX
  • 06/2016 → 08/2018
    Prima Title Group
    Fort Worth, TX
  • 10/2022 → Present
    Westlake, TX
Other Businesses

1) Epik Cards and Games|Investment Related: No|Trading Card Game Judge|Head Judge|1/1/2013|Less than 20 hour/month - 0 during trading hours|For the trading card game, I assist on running the tournaments at a regional level on weekends.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-08
S63 Uniform Securities Agent State Law Examination 2023-03-03
  • S66 Uniform Combined State Law Examination
    2025-07-08
  • S63 Uniform Securities Agent State Law Examination
    2023-03-03
Other Names
  • Michael Klasel

View on SEC IAPD

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