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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2018 | Present |
| Mattress Firm | Fort Worth | TX | 03/2017 | 12/2017 |
| Uncle Julios | Fort Worth | TX | 06/2012 | 03/2017 |
| Charles Schwab Bank | Westlake | TX | 01/2020 | Present |
| Td Ameritrade Inc. | Westlake | TX | 02/2024 | 06/2024 |
1) Daniel Ramirez - Rental Property | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|7/1/2025|Less than 20|0|No financial services or investment related responsibilities. I will be renting out a second residence. I will be moving to a new primary address within one month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-31 |
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