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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 07/2007 | 07/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2019 |
| Edward Jones | St.LOuis | MO | 07/2019 | 11/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2019 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-21 |
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