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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Westlake | TX | 10/2020 | 09/2022 |
| Unemployed | Fort Worth | TX | 05/2020 | 10/2020 |
| Texas Rangers Baseball Club | Arlington | TX | 03/2020 | 05/2020 |
| Unemployed | Tulsa | OK | 01/2020 | 03/2020 |
| Mathis Brothers Furniture | Tulsa | OK | 11/2019 | 12/2019 |
| Unemployed | Tulsa | OK | 05/2019 | 11/2019 |
| Real Equity Management | Stillwater | OK | 08/2018 | 05/2019 |
| Joeseppis Inc Dba Mojo's Rock N Roll Grill | Stillwater | OK | 09/2017 | 06/2018 |
| Oklahoma State University | Stillwater | OK | 01/2015 | 09/2018 |
| Hs/College Student | Tulsa/Stillwater | OK | 01/2010 | 05/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-11 |
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