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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-25
  • TX RA
    APPROVED
    Since 2025-04-25

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2015 → 06/2017
    Gnc
    Garland, TX
  • 06/2017 → 04/2019
    Coldwell Banker Apex
    Garland, TX
  • 06/2018 → 04/2019
    Greystar
    Irving, TX
  • 04/2019 → 04/2020
    Smart City Locating
    Dallas, TX
  • 05/2020 → 03/2023
    Money Move Locating
    Dallas, TX
  • 01/2022 → 07/2022
    Vacasa
    Portland, OR
  • 03/2023 → Present
    Westlake, TX
  • 03/2025 → Present
    Charles Schwab Bank Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-24
S63 Uniform Securities Agent State Law Examination 2023-07-28
  • S66 Uniform Combined State Law Examination
    2025-04-24
  • S63 Uniform Securities Agent State Law Examination
    2023-07-28

View on SEC IAPD

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