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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prosper Trading Academy, Llc | Chicago | IL | 07/2021 | 09/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2022 | Present |
| Talos Holdings | Fort Worth | TX | 11/2019 | 01/2021 |
| Eagle Mountain Saginaw Isd | Fort Worth | TX | 10/2018 | 03/2020 |
| Bethany Huff | Fort Worth | TX | 09/2011 | 07/2021 |
| Doordash | San Francisco | CA | 04/2020 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-03 |
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