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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 02/2015 | 01/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2023 | 01/2024 |
| Fisher Investments | Plano | TX | 04/2024 | 01/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2025 | Present |
Name of Outside Business:Test Drive Trucks; Investment Related:No; Address of Outside Business:Irving; Nature of Outside Business:Other; Position:test driver; Start Date:12/11/2016; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: I get selected once a year to go test drive new features coming out on trucks
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-18 |
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