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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-07
  • TX RA
    APPROVED
    Since 2026-01-07

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Comerica Bank Dallas TX 11/2022 02/2024
Brother Bear Moving Llc Carrollton TX 03/2019 03/2022
Unemployed Carrollton TX 03/2022 11/2022
Full Time Education Carrollton TX 08/2016 03/2019
Charles Schwab & Co., Inc Westlake TX 03/2024 Present
  • 11/2022 → 02/2024
    Comerica Bank
    Dallas, TX
  • 03/2019 → 03/2022
    Brother Bear Moving Llc
    Carrollton, TX
  • 03/2022 → 11/2022
    Unemployed
    Carrollton, TX
  • 08/2016 → 03/2019
    Full Time Education
    Carrollton, TX
  • 03/2024 → Present
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-07
S63 Uniform Securities Agent State Law Examination 2024-06-11
  • S66 Uniform Combined State Law Examination
    2026-01-07
  • S63 Uniform Securities Agent State Law Examination
    2024-06-11

View on SEC IAPD

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