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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 06/2016 | 02/2018 |
| Baylor University | Waco | TX | 08/2015 | 05/2017 |
| Bank Of America, N.A. | Austin | TX | 01/2017 | 02/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2018 | Present |
| Unemployed | Dallas | TX | 02/2018 | 08/2018 |
| Td Ameritrade, Inc | Westlake | TX | 12/2022 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-27 |
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