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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Co., Inc. | Westlake | TX | 05/2023 | Present |
| Unemployed | Fort Worth | TX | 04/2023 | 05/2023 |
| Northwestern Mutual | Amarillo | TX | 01/2023 | 04/2023 |
| Lubbock Western Little League | Lubbock | TX | 07/2022 | 05/2023 |
| Cavender Lexus Of Lubbock | Lubbock | TX | 07/2022 | 01/2023 |
| H-E-B | Lubbock | TX | 06/2022 | 07/2022 |
| Door Dash | Beaumont | TX | 12/2019 | 05/2020 |
| Unemployed | Moseley | VA | 01/2013 | 07/2022 |
| Charles Schwab Bank | Westlake | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-19 |
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