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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2001 | 09/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2020 | Present |
| Pure Barre Flower Mount | Flower Mound | TX | 01/2018 | Present |
(1). Pure Barre| Investment Related: No|5801 Long Prairie Road; Flower Mound; TX;75028; USA| Sports/Physical Recreation|Instructor|2023-01-01|Hours Per Month :20-40|Hours Spent during Security Trading: 0|I am currently a fitness instructor at Pure Barre in Flower Mound, TX.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-05 |
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