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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-12 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
8401 N Central Expy Suite 110, Dallas, TX 75225-4403 • United States
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 |
|---|---|---|---|---|
| Td Ameritrade | Saint Louis | MO | 09/2017 | 10/2021 |
| Pizza Hut | Springfield | MO | 08/2016 | 03/2018 |
| Charles Schwab & Co., Inc. | Dallas | TX | 10/2021 | Present |
| Charles Schwab Bank, Ssb | Dallas | TX | 10/2021 | Present |
| Td Ameritrade Inc. | Dallas | TX | 08/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-27 |
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