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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
4200 Westheimer Rd Suite 100, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Houston | TX | 02/2023 | Present |
| Greencastle Aquatic Center | Greencastle | IN | 05/2014 | 09/2016 |
| The Putnam Inn | Greencastle | IN | 09/2016 | 07/2017 |
| N/A | Indianapolis | IN | 07/2017 | 05/2021 |
| Rover.cOm | Indianapolis | IN | 09/2017 | 01/2022 |
| Lincoln Square Pancake Houston | Indianapolis | IN | 10/2017 | 12/2017 |
| Peggs Family | Indianapolis | IN | 01/2018 | 11/2020 |
| Iupui Office Of Sustainability | Indianapolis | IN | 10/2019 | 11/2020 |
| Wilhite And Associates | Carmel | IN | 11/2020 | 01/2021 |
| The Container Store | Houston | TX | 02/2021 | 02/2023 |
| N/A | Greencastle | IN | 08/2013 | 05/2017 |
| Charles Schwab Bank, Ssb | Houston | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
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