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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2017 | 05/2018 |
| A #1 Air | Lewisville | TX | 02/2016 | 11/2016 |
| Full Time Student | Denton | TX | 01/2017 | 05/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2018 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 08/2024 | Present |
| Charles Schwab Trust Bank | Westlake | TX | 08/2024 | Present |
| Charles Schwab Premier Bank, Ssb | Westlake | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-16 |
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