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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 2026-01-12
  • TX RA
    APPROVED
    Since 2026-01-12

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
Sig Dansby Insurance Lubbock TX 04/2022 05/2024
Charles Schwab & Co., Inc. Westlake TX 06/2024 Present
Full Time Education Weatherford TX 04/2012 04/2022
  • 04/2022 → 05/2024
    Sig Dansby Insurance
    Lubbock, TX
  • 06/2024 → Present
    Westlake, TX
  • 04/2012 → 04/2022
    Full Time Education
    Weatherford, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-12
S63 Uniform Securities Agent State Law Examination 2024-11-26
  • S66 Uniform Combined State Law Examination
    2026-01-12
  • S63 Uniform Securities Agent State Law Examination
    2024-11-26

View on SEC IAPD

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