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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-06-09 |
Branch Locations
13710 N. Pennsylvania Ave Suite 2, Oklahoma City, OK 73134-6030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Oklahoma City | OK | 05/2026 | Present |
| Charles Schwab Bank | Oklahoma City | OK | 05/2026 | Present |
| Morgan Stanley | Oklahoma City | OK | 11/2024 | 05/2026 |
| Charles Schwab | Pheonix | AZ | 06/2023 | 08/2023 |
| Willow Oaks Country Club | Richmond | VA | 05/2022 | 08/2022 |
| Poplar Grove Golf Club | Amherst | VA | 09/2024 | 12/2024 |
| Cherry Hill Programs | Richmond | VA | 03/2017 | 04/2019 |
| Wood And Iron Game Day Restaurant And Bar | Midlothian | VA | 01/2017 | 12/2018 |
| Virginia Wedding Photography And Videography Llc | Richmond | VA | 03/2019 | 08/2022 |
| Full Time Education | Chester | VA | 08/2016 | 12/2018 |
| Full Time Education | Lynchburg | VA | 01/2022 | 05/2024 |
| Full Time Education | Lynchburg | VA | 05/2024 | 09/2024 |
| Morgan Stanley Private Bank, N.A | Oklahoma City | OK | 07/2025 | 05/2026 |
1) Kapwa | Investment Related:No||Nonprofit Charitable Organizations|Treasurer|2025-02-01|Less than 20|0|Serving the organization by keeping track of cash flow, 2) Greater Oklahoma City Asian Chamber of Commerce | Investment Related:No||Nonprofit Charitable Organizations|Ambassador Chair|2025-09-01|Less than 20|0|Serving asian business owners by asking how the Chamber can help
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
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