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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arcis Golf | Lantana | TX | 05/2019 | 05/2024 |
| Boston Scientific | Marlborough | MA | 05/2023 | 08/2023 |
| Miramont Country Club | Bryan | TX | 08/2022 | 12/2022 |
| Charles Schwab Corporation | Westlake | TX | 06/2024 | 08/2024 |
| Full Time Education | College Station | TX | 08/2021 | 12/2024 |
| Full Time Education | Denton | TX | 04/2016 | 05/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2025 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
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