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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quiktrip | Euless | TX | 08/2014 | 06/2017 |
| Cottonwood Residential | Fort Worth | TX | 06/2017 | 03/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2018 | Present |
| Charles Schwab Bank | Westlake | TX | 02/2026 | Present |
1) Rosina Holdings LLC|Investment Related:No|5100 Balcones Drive STE 100;Austin;TX;78731;USA|Real Estate|Business Co-Owner|2021-08-15|HoursPerMonth:Varies|HoursSpentduringSecurityTrading:0|Partial Owner of LLC. Participate in the business of owning and renting Real Estate properties. 2) Ruminari Sounds LLC|Investment Related:No|5900 Balcones Drive STE 100;Austin;TX;78731;USA|Performing/Fine Arts|Business Owner|2020-10-05|HoursPerMonth:Varies|HoursSpentduringSecurityTrading:0|Owner of LLC. Music production services and Entertainment services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-07 |
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