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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2023 | Present |
| Rio Salado Sportsman's Club | Mesa | AZ | 02/2023 | 04/2023 |
| Moore County Airport | Dumas | TX | 12/2021 | 02/2023 |
| Stevenson And Son's Pest Control | Dalhart | TX | 10/2020 | 12/2021 |
| Pheasant Trails Golf Course | Dumas | TX | 07/2020 | 10/2020 |
| Westside Total Fitness | Surprise | AZ | 05/2019 | 07/2019 |
| Unemployed | Dumas | TX | 01/2013 | 04/2019 |
| Unemployed | Dumas | TX | 07/2019 | 06/2020 |
| Charles Schwab Bank | Westlake | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-15 |
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