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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 54Th Street Restaurant And Dra | San Marcos | TX | 04/2022 | 05/2023 |
| George's Restaurant Bar & Cate | Waco | TX | 10/2018 | 08/2021 |
| H-E-B Corporate | San Antonio | TX | 05/2023 | 08/2023 |
| Unemployed | Robinson | TX | 04/2016 | 10/2018 |
| Full Time Education | San Marcos | TX | 08/2020 | 05/2024 |
| Financial Information Technologies | San Marcos | TX | 08/2021 | 05/2024 |
| Charles Schwab & Co., Inc. | Austin | TX | 01/2024 | 07/2024 |
| Heb | San Antonio | TX | 07/2024 | 12/2024 |
| Charles Schwab & Co., Inc. | Raleigh | NC | 01/2025 | Present |
| Charles Schwab Bank, Ssb | Raleigh | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-26 |
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