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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Frisco | TX | 09/2007 | 05/2021 |
| Bank Of America | Frisco | TX | 05/2021 | 07/2026 |
| Schwab Wealth Advisory, Inc | Westlake | TX | 07/2026 | Present |
| Charles Schwab & Co, Inc | Westlake | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-28 |
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