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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Service Llc | Wesklake | TX | 01/2015 | 11/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2020 |
| Allstate Insurance Co | Rowlett | TX | 03/2021 | 05/2021 |
| Unemployed | Irving | TX | 11/2020 | 02/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2021 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-28 |
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