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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 01/2011 | 06/2017 |
| Tiaa | Lewisville | TX | 08/2012 | 06/2017 |
| Edward Jones | Honolulu | HI | 10/2017 | 05/2018 |
| Unemployed | Honolulu | HI | 06/2017 | 10/2017 |
| Ameriprise Financial Services, Inc. | Honolulu | HI | 09/2018 | 11/2019 |
| Unemployed | Honolulu | HI | 06/2018 | 08/2018 |
| Remedy Intelligent Staffing | Honolulu | HI | 03/2020 | 11/2020 |
| Unemployed | Honolulu | HI | 11/2019 | 03/2020 |
| Anton Financial | Honolulu | HI | 11/2020 | 11/2020 |
| Creating And Managing Wealth | Irving | TX | 02/2022 | 12/2022 |
| Unemployed | Honolulu | HI | 12/2020 | 07/2021 |
| The Vanguard Group, Inc. | Plano | TX | 07/2023 | 01/2025 |
| Unemployed | Addison | TX | 12/2022 | 04/2023 |
| Tata Consultancy Services | Plano | TX | 04/2023 | 07/2023 |
| Remedy Intelligent Staffing | Honolulu | HI | 08/2021 | 11/2021 |
| Unemployed | Honolulu | HI | 12/2021 | 02/2022 |
| Newedge Securities Llc | Dallas | TX | 01/2025 | 02/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2025 | Present |
| Unemployed | Farmers Branch | TX | 03/2025 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-25 |
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