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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-06-09
  • OK RA
    APPROVED
    Since 2026-06-09

Branch Locations

13710 N. Pennsylvania Ave Suite 2, Oklahoma City, OK 73134-6030 • 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
OrganizationCityStateFromTo
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
  • 05/2026 → Present
    Oklahoma City, OK
  • 05/2026 → Present
    Charles Schwab Bank
    Oklahoma City, OK
  • 11/2024 → 05/2026
    Oklahoma City, OK
  • 06/2023 → 08/2023
    Charles Schwab
    Pheonix, AZ
  • 05/2022 → 08/2022
    Willow Oaks Country Club
    Richmond, VA
  • 09/2024 → 12/2024
    Poplar Grove Golf Club
    Amherst, VA
  • 03/2017 → 04/2019
    Cherry Hill Programs
    Richmond, VA
  • 01/2017 → 12/2018
    Wood And Iron Game Day Restaurant And Bar
    Midlothian, VA
  • 03/2019 → 08/2022
    Virginia Wedding Photography And Videography Llc
    Richmond, VA
  • 08/2016 → 12/2018
    Full Time Education
    Chester, VA
  • 01/2022 → 05/2024
    Full Time Education
    Lynchburg, VA
  • 05/2024 → 09/2024
    Full Time Education
    Lynchburg, VA
  • 07/2025 → 05/2026
    Morgan Stanley Private Bank, N.A
    Oklahoma City, OK
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-02
  • S66 Uniform Combined State Law Examination
    2025-05-02

View on SEC IAPD

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