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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-18 |
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. | Austin | TX | 10/2020 | Present |
| 49 Financial | Austin | TX | 01/2018 | 08/2020 |
| Stewart Title Company | Round Rock | TX | 04/2017 | 12/2017 |
| Austin Title | Austin | TX | 01/2015 | 04/2017 |
| Charles Schwab Bank Ssb | Austin | TX | 01/2023 | Present |
| Axa Advisors, Llc | Austin | TX | 01/2018 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-05 |
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