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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 04/2017 | 11/2021 |
| Tsr Consulting Services Inc | Edison | NJ | 11/2016 | 03/2017 |
| Soulence Financial | Draper | UT | 01/2016 | 11/2016 |
| Fedex Express | Salt Lake City | UT | 10/2016 | 03/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-25 |
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