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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 2025-05-06
  • TX RA
    APPROVED
    Since 2025-05-06

Branch Locations

711 University Drive E. Unit 300, College Station, TX 77840 • 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
Sawed-Off Crossfit College Station TX 05/2016 Present
Charles Schwab & Co, Inc College Station TX 01/2023 Present
  • 05/2016 → Present
    Sawed-Off Crossfit
    College Station, TX
  • 01/2023 → Present
    College Station, TX
Other Businesses

1) Sawed-Off CrossFit|Investment Related: No|4000 Harvey Road, College Station, Texas, 77845, USA|Sports/Physical Recreation|Owner|5/15/2016|Less than 20 hour/month - 0 during trading hours|I am a co-owner of a crossfit gym. In which I have three employees and help with day to day things if needed.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-05
S63 Uniform Securities Agent State Law Examination 2024-09-05
  • S65 Uniform Investment Adviser Law Examination
    2025-05-05
  • S63 Uniform Securities Agent State Law Examination
    2024-09-05
Other Names
  • Terrance Smith

View on SEC IAPD

Other Firms

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