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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-21 |
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 | 03/2013 | 12/2022 |
| Tiaa | Lewisville | TX | 03/2013 | 12/2022 |
| Tiaa - Private Asset Management | Frisco | TX | 12/2022 | 07/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-17 |
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