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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Advisor Solutions | Omaha | NE | 08/2023 | 10/2023 |
| Wilde Wealth | Paradise Valley | AZ | 09/2022 | 08/2023 |
| Fidelity Investments | Scottsdale | AZ | 03/2022 | 09/2022 |
| Fidelity Investments | Fort Worth | TX | 06/2020 | 03/2022 |
| Axa Equitable | Fort Worth | TX | 03/2016 | 06/2020 |
| William Newton | Durham | NC | 11/2023 | 06/2025 |
| James Huckabee | Durham | NC | 10/2023 | 10/2023 |
| Charles Irvin | Durham | NC | 10/2023 | 10/2023 |
| Northwestern Mutual Investment Services Llc | Durham | NC | 11/2023 | 06/2025 |
| James Huckabee | Durham | NC | 11/2023 | 06/2025 |
| Charles Irvin | Durham | NC | 11/2023 | 06/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2023 | 06/2025 |
| Andrew Bernstein | Raleigh | NC | 01/2025 | 06/2025 |
| Charles Schwab & Co., Inc | Westlake | TX | 06/2025 | Present |
| Schwab Wealth Advisory Inc, | Westlake | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-29 |
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