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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-07-23
TX RA APPROVED 2024-07-18
  • LA RA
    APPROVED
    Since 2024-07-23
  • TX RA
    APPROVED
    Since 2024-07-18

Branch Locations

3417 Veterans Memorial Blvd, Metairie, LA 70002 • 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 Metairie LA 11/2023 Present
Charles Schwab Bank Ssb Metairie LA 11/2023 Present
Tasc Performance Elmwood LA 11/2022 11/2023
Carr, Riggs, & Ingram Metairie LA 09/2021 11/2022
Ernst & Young New Orleans LA 09/2020 09/2021
Ernst & Young New Orleans LA 06/2019 08/2019
Carr, Riggs, & Ingram Metairie LA 01/2019 03/2020
Entergy New Orleans LA 07/2018 10/2018
University Of New Orleans Rec & Fitness Center New Orleans LA 10/2016 07/2018
Team Gleason New Orleans LA 07/2015 09/2020
Unemployed Gretna LA 11/2018 05/2019
Unemployed Gretna LA 09/2019 12/2019
  • 11/2023 → Present
    Metairie, LA
  • 11/2023 → Present
    Charles Schwab Bank Ssb
    Metairie, LA
  • 11/2022 → 11/2023
    Tasc Performance
    Elmwood, LA
  • 09/2021 → 11/2022
    Carr, Riggs, & Ingram
    Metairie, LA
  • 09/2020 → 09/2021
    Ernst & Young
    New Orleans, LA
  • 06/2019 → 08/2019
    Ernst & Young
    New Orleans, LA
  • 01/2019 → 03/2020
    Carr, Riggs, & Ingram
    Metairie, LA
  • 07/2018 → 10/2018
    Entergy
    New Orleans, LA
  • 10/2016 → 07/2018
    University Of New Orleans Rec & Fitness Center
    New Orleans, LA
  • 07/2015 → 09/2020
    Team Gleason
    New Orleans, LA
  • 11/2018 → 05/2019
    Unemployed
    Gretna, LA
  • 09/2019 → 12/2019
    Unemployed
    Gretna, LA
Other Businesses

1) N/A|Investment Related: No|Real Estate (Non-Agent/Broker)|Landlord |1/1/2021|Less than 20 hour/month - 0 during trading hours| Provide necessary repairs and maintenance during the rental period

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-17
  • S66 Uniform Combined State Law Examination
    2024-07-17

View on SEC IAPD

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