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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
1435 Loop 1604 West Suite 101, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Antonio | TX | 12/2022 | Present |
| Rock Solid Teaching | Bulverde | TX | 04/2022 | Present |
| Texas Regional Bank | Spring Branch | TX | 07/2019 | 04/2022 |
| Amegy Bank | San Antonio | TX | 07/2018 | 07/2019 |
| Contract Labor | San Antonio | TX | 05/2017 | 07/2018 |
| Grace Point Church | San Antonio | TX | 12/2015 | 05/2017 |
| Charles Schwab Bank | San Antonio | TX | 02/2026 | Present |
1) Rock Solid Teaching | Investment Related:No|Education|President|4/26/2022|Less than 20|0|100%-owned corporation for K-12 Financial Literacy training and education. Not currently offering services or actively operating.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-31 |
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