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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2024 | Present |
| N/A | Arlington | TX | 01/2012 | 12/2020 |
| University Of Texas In Arlington | Arlington | TX | 08/2019 | 12/2020 |
| N/A | Arlington | TX | 01/2021 | 07/2021 |
| Richardson Independent School District | Dallas | TX | 08/2021 | 07/2022 |
| Northwest Independent School District | Justin | TX | 08/2022 | 10/2023 |
| Magnit | Folsom | CA | 10/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-01 |
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