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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 08/2016 | 09/2017 |
| Fidelity Brokerage Services Llc | Westlake | TX | 09/2017 | 06/2019 |
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2019 | 02/2020 |
| Cresset Asset Management, Llc | Chicago | IL | 02/2020 | 04/2021 |
| Unemployed | Mt. Prospect | IL | 04/2021 | 07/2021 |
| Fidelity Investments | Westlake | TX | 07/2021 | 03/2026 |
| Charles Schwab & Co., Inc | Westlake | TX | 04/2026 | Present |
| Schwab Wealth Advisory Inc. | Westlake | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-04 |
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