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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pie Society | San Marcos | TX | 09/2016 | 01/2017 |
| Charles Schwab & Co., Inc. | Forest Hills | NY | 04/2017 | 07/2018 |
| Texas State University | San Marcos | TX | 08/2012 | 12/2016 |
| Charles Schwab & Co., Inc. | Forest Hills | NY | 07/2018 | 07/2020 |
| Better Mortgage | New York | NY | 07/2020 | 04/2022 |
| Td Ameritrade, Inc. | New York | NY | 04/2022 | 06/2024 |
| Charles Schwab & Co., Inc. | New York City | NY | 09/2022 | Present |
| Charles Schwab Bank, Ssb | New York City | NY | 04/2025 | Present |
1) Hinge | Investment Related:No|Other|Interviewee|6/26/2025|Less than 20|0|I am being interviewed about my relationship with my fiancee and how we met on the Hinge dating application.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-10 |
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