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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 07/2018 | 02/2023 |
| Td Ameritrade | Southlake | TX | 02/2018 | 07/2018 |
| Rockwall High School | Rockwall | TX | 06/2016 | 06/2018 |
| Charles Schwab & Co. | Southlake | TX | 10/2022 | Present |
| Charles Schwab Bank | Westlake | TX | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-11 |
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