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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 09/1999 | 05/2021 |
| Charles Schwab Bank | Austin | TX | 09/1999 | 06/2021 |
| Schwab Private Client Investment Advisory, Inc. | Austin | TX | 06/2021 | 02/2022 |
| Schwab Wealth Advisory, Inc. | Austin | TX | 03/2022 | 09/2023 |
| Mullett Financial Llc | Austin | TX | 10/2023 | Present |
2004-Present: Insurance Agent/Insurance Related/Austin, TX/Licensed Insurance Agent/Hold license to assist clients in identifying insurance products concurrent with financial planning engagement. Do not earn commissions or renewals./
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-01-16 |
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