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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-25 |
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 |
|---|---|---|---|---|
| Gnc | Garland | TX | 12/2015 | 06/2017 |
| Coldwell Banker Apex | Garland | TX | 06/2017 | 04/2019 |
| Greystar | Irving | TX | 06/2018 | 04/2019 |
| Smart City Locating | Dallas | TX | 04/2019 | 04/2020 |
| Money Move Locating | Dallas | TX | 05/2020 | 03/2023 |
| Vacasa | Portland | OR | 01/2022 | 07/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2023 | Present |
| Charles Schwab Bank Ssb | Westlake | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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