Joshua Makale Levinson

Charles Schwab & Co., Inc.

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Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-25

TX RA
APPROVED

Since 2025-08-25

Branch Locations

11800 Schwab Way, Austin, TX 78758 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Full-Time Education	Iowa City	IA	08/2016	12/2016
Dcs Bar	Iowa City	IA	01/2017	12/2018
The Airliner Bar	Iowa City	IA	12/2018	05/2021
Iowa Beverage	Cedar Rapids	IA	05/2021	10/2021
7G Distributing	Cedar Rapids	IA	10/2021	04/2022
Unemployed	Cedar Park	TX	05/2022	08/2022
Power Home Remodeling	Austin	TX	08/2022	10/2022
Unemployed	Cedar Park	TX	10/2022	02/2023
Classup	Austin	TX	03/2023	06/2023
Charles Schwab & Co., Inc.	Austin	TX	07/2023	Present

08/2016 → 12/2016

Full-Time Education

Iowa City, IA
01/2017 → 12/2018

Dcs Bar

Iowa City, IA
12/2018 → 05/2021

The Airliner Bar

Iowa City, IA
05/2021 → 10/2021

Iowa Beverage

Cedar Rapids, IA
10/2021 → 04/2022

7G Distributing

Cedar Rapids, IA
05/2022 → 08/2022

Unemployed

Cedar Park, TX
08/2022 → 10/2022

Power Home Remodeling

Austin, TX
10/2022 → 02/2023

Unemployed

Cedar Park, TX
03/2023 → 06/2023

Classup

Austin, TX
07/2023 → Present

Charles Schwab & Co., Inc.

Austin, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-25
S63	Uniform Securities Agent State Law Examination	2023-11-01

S66 Uniform Combined State Law Examination

2025-08-25
S63 Uniform Securities Agent State Law Examination

2023-11-01

Other Names

Josh Levinson

View on SEC IAPD

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