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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Investment Management | Westlake | TX | 09/2024 | 05/2026 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2026 | Present |
| Schwab Wealth Advisor | Westlake | TX | 05/2026 | Present |
| Td Ameritrade Inc. | Southlake | TX | 10/2021 | 09/2023 |
| Tti Inc | Fort Worth | TX | 01/2016 | 10/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-11 |
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