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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 04/2007 | 08/2025 |
| Fidelity Personal And Workplace Advisors | Fort Worth | TX | 07/2018 | 08/2025 |
| Fidelity Investments | Fort Worth | TX | 03/2025 | 08/2025 |
| Charles Schwab | Westlake | TX | 09/2025 | Present |
| Charles Schwab Bank | Westlake | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-02 |
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