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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2023 | Present |
| Unemployed | Keller | TX | 12/2022 | 01/2023 |
| Dallas Baptist University | Dallas | TX | 10/2020 | 12/2022 |
| Full-Time Education | Keller | TX | 07/2020 | 10/2020 |
| Tylers | Southlake | TX | 07/2018 | 07/2020 |
| Full-Time Education | Keller | TX | 01/2013 | 07/2018 |
| Schwab Wealth Advisory Inc | Westlake | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-17 |
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