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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Westlake | TX | 09/2018 | 11/2022 |
| Chipotle | North Richland Hills | TX | 09/2015 | 09/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2022 | Present |
| Charles Schwab Bank | Westlake | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-07 |
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