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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2016 | 09/2016 |
| Northwestern Mutual Investment Services Llc | Fort Worth | TX | 02/2016 | 09/2016 |
| Unemployed | Fort Worth | TX | 09/2016 | 10/2016 |
| Td Ameritrade | Fort Worth | TX | 10/2016 | 05/2020 |
| Goldman Sachs & Co. Llc | Dallas | TX | 06/2020 | 07/2021 |
| Td Ameritrade | Southlake | TX | 09/2021 | 06/2023 |
| Unemployed | Dallas | TX | 07/2021 | 09/2021 |
| Unemployed | Fort Worth | TX | 06/2023 | 05/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 06/2024 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-18 |
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