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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 2026-08-26
  • TX RA
    APPROVED
    Since 2026-08-26

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Us Army Reserves Lubbock TX 06/2013 Present
Full-Time Education Lubbock TX 08/2014 05/2019
Walmart Lubbock TX 03/2017 05/2019
Bang Energy Weston FL 10/2019 02/2021
Walls And Forms Fort Worth TX 02/2023 03/2023
Charles Schwab & Co., Inc. Westlake TX 03/2023 Present
Charles Schwab Bank Westlake TX 07/2026 Present
  • 06/2013 → Present
    Us Army Reserves
    Lubbock, TX
  • 08/2014 → 05/2019
    Full-Time Education
    Lubbock, TX
  • 03/2017 → 05/2019
    Walmart
    Lubbock, TX
  • 10/2019 → 02/2021
    Bang Energy
    Weston, FL
  • 02/2023 → 03/2023
    Walls And Forms
    Fort Worth, TX
  • 03/2023 → Present
    Westlake, TX
  • 07/2026 → Present
    Charles Schwab Bank
    Westlake, TX
Other Businesses

302nd MP co |Investment Related:No|310 Armed forced RD;Grand Prairie;TX;76120;Dallas|Military|E-5 SGT (Squad leader)|2025-10-23|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:0|military police squad leader

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-26
S63 Uniform Securities Agent State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2026-08-26
  • S63 Uniform Securities Agent State Law Examination
    2023-10-18

View on SEC IAPD

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