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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Katy | TX | 04/2018 | 04/2019 |
| Primary Services | Houston | TX | 01/2018 | 04/2018 |
| Self-Employed | Katy | TX | 10/2017 | 03/2018 |
| Self-Employed | Houston | TX | 10/2017 | 10/2017 |
| Pcs Software | Shenandoah | TX | 09/2017 | 10/2017 |
| Xola | Houston | TX | 01/2017 | 08/2017 |
| The University Of Saint Thomas | Houston | TX | 05/2015 | 05/2017 |
| Massachusetts Mutual Life Insurance | Katy | TX | 07/2018 | 04/2019 |
| J.P. Morgan Securities, Llc | Houston | TX | 04/2019 | 12/2019 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 04/2019 | 12/2019 |
| E*Trade Securities Llc | Houston | TX | 12/2019 | 08/2021 |
| E*Trade | Houston | TX | 12/2019 | 08/2021 |
| Mercer Global Advisors | Houston | TX | 08/2021 | 01/2022 |
| Charles Schwab & Co., Inc. | Houston | TX | 01/2022 | 07/2023 |
| Charles Schwab Bank, Ssb | Houston | TX | 01/2022 | 07/2023 |
| The Vanguard Group, Inc. | Plano | TX | 07/2023 | 08/2025 |
| Charles Schwab & Co | Westlake | TX | 09/2025 | Present |
| Vanguard Marketing Corporation | Plano | TX | 07/2023 | 08/2025 |
| Schwab Wealth Advisory Inc | Westlake | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-31 |
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