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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 2026-07-21
  • TX RA
    APPROVED
    Since 2026-07-21

Branch Locations

1435 Loop 1604 West Suite 101, San Antonio, TX 78258 • 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
Baylor University Waco TX 08/2017 05/2020
Full Time Education Waco TX 08/2016 05/2020
Yale University Conferences & Events New Haven CT 05/2019 08/2019
Yale University Conferences & Event New Haven CT 05/2022 08/2022
Cameron University Lawton OK 06/2020 05/2021
Southern Methodist University Dallas TX 07/2021 05/2023
Full Time Education Dallas TX 07/2021 05/2023
Trinity University San Antonio TX 07/2023 04/2026
Charles Schwab & Co., Inc. San Antonio TX 04/2026 Present
  • 08/2017 → 05/2020
    Baylor University
    Waco, TX
  • 08/2016 → 05/2020
    Full Time Education
    Waco, TX
  • 05/2019 → 08/2019
    Yale University Conferences & Events
    New Haven, CT
  • 05/2022 → 08/2022
    Yale University Conferences & Event
    New Haven, CT
  • 06/2020 → 05/2021
    Cameron University
    Lawton, OK
  • 07/2021 → 05/2023
    Southern Methodist University
    Dallas, TX
  • 07/2021 → 05/2023
    Full Time Education
    Dallas, TX
  • 07/2023 → 04/2026
    Trinity University
    San Antonio, TX
  • 04/2026 → Present
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-21
  • S66 Uniform Combined State Law Examination
    2026-07-21

View on SEC IAPD

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