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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2016 | 08/2022 |
| Texas Dreams Gymnastics | Coppell | TX | 08/2016 | 12/2016 |
| Charles Schwab Bank | Westlake | TX | 11/2016 | 08/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 09/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-25 |
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