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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2020-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 12/2014 | 04/2018 |
| Unemployed | North Richland Hills | TX | 04/2018 | 09/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2018 | 02/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2020 | Present |
| Self Employed | Fort Worth | TX | 02/2020 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-22 |
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