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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Plano | TX | 06/2012 | 10/2024 |
| Pruco Securities, Llc. | Plano | TX | 06/2012 | 10/2024 |
| Ryan, Llc | Dallas | TX | 10/2024 | 06/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2025 | Present |
| Charles Schwab Bank | Westlake | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-30 |
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