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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2020 | Present |
| Citibank | Irving | TX | 11/2008 | 06/2017 |
| Eecu | Fort Worth | TX | 05/2018 | 12/2019 |
| Simply Health Plans | Dallas | TX | 01/2018 | 04/2018 |
| Unemployed | Haltom City | TX | 07/2017 | 12/2017 |
| Charles Schwab Bank, Ssb | Westlake | TX | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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