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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2020-12-24 |
Branch Locations
1945 Northwestern Drive, El Paso, TX 79912-1108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | El Paso | TX | 10/2016 | Present |
| N/A | El Paso | TX | 12/2015 | 10/2016 |
| Charles Schwab Bank Ssb | El Paso | TX | 03/2019 | 12/2020 |
| Charles Schwab Bank, Ssb | El Paso | TX | 10/2016 | Present |
| Charles Schwab Premiere Bank | El Paso | TX | 12/2021 | Present |
| Charles Schwab Trust Bank | El Paso | TX | 12/2021 | Present |
1) Independent Contractor- Yoga/Fitness Instructor | Investment Related:No|Sports/Physical Recreation|Yoga Instructor|9/24/2025|Less than 20|0|Instruct Yoga and Fitness Classes on the side as an independent Contractor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-30 |
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