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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marble Slab Creamery And Great | Jenks | OK | 02/2020 | 01/2023 |
| B'NAi Preschool | Tulsa | OK | 09/2023 | 05/2025 |
| The Common Good | Tulsa | OK | 02/2023 | 01/2024 |
| Charles Schwab | Lonetree | CO | 06/2024 | 07/2024 |
| Full Time Education | Tulsa | OK | 08/2017 | 05/2021 |
| Full Time Education | Tulsa | OK | 08/2021 | 05/2025 |
| Full Time Education | Tulsa | OK | 08/2015 | 05/2017 |
| Unemployed | Tulsa | OK | 05/2017 | 08/2017 |
| Unemployed | Tulsa | OK | 05/2025 | 07/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2025 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
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