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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corsicana Isd | Corsicana | TX | 08/2014 | 01/2017 |
| Sylvan Learning Center | Fort Worth | TX | 01/2017 | 04/2017 |
| Uline | Coppell | TX | 06/2017 | 05/2020 |
| Td Ameritrade, Inc. | Southlake | TX | 06/2020 | 04/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2023 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-28 |
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