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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Richardson | TX | 08/1992 | 05/2022 |
| Unemployed | Flower Mound | TX | 05/2022 | 08/2022 |
| Lewisville Isd | Lewisville | TX | 08/2022 | 10/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2022 | Present |
| Schwab Wealth Advisory, Inc | Westlake | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-24 |
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