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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 2024-07-17
  • TX RA
    APPROVED
    Since 2024-07-17

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
Full-Time Education Dallas TX 04/2015 08/2017
Sw Sports Heartland TX 07/2018 07/2020
Full-Time Education Austin TX 12/2019 12/2020
Scarface Cards, Ltd Heartland TX 07/2020 01/2023
Allied Recourse Partners Denver CO 12/2020 01/2021
Murphy Nasica Austin TX 05/2022 02/2023
Charles Schwab & Co., Inc. Westlake TX 02/2023 Present
Unemployed Dallas TX 02/2000 07/2018
Charles Schwab Bank, Ssb Westlake TX 04/2025 Present
  • 04/2015 → 08/2017
    Full-Time Education
    Dallas, TX
  • 07/2018 → 07/2020
    Sw Sports
    Heartland, TX
  • 12/2019 → 12/2020
    Full-Time Education
    Austin, TX
  • 07/2020 → 01/2023
    Scarface Cards, Ltd
    Heartland, TX
  • 12/2020 → 01/2021
    Allied Recourse Partners
    Denver, CO
  • 05/2022 → 02/2023
    Murphy Nasica
    Austin, TX
  • 02/2023 → Present
    Westlake, TX
  • 02/2000 → 07/2018
    Unemployed
    Dallas, TX
  • 04/2025 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-17
S63 Uniform Securities Agent State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2024-07-17
  • S63 Uniform Securities Agent State Law Examination
    2023-06-22

View on SEC IAPD

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