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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 09/2020 | 05/2022 |
| Best Buy | Cedar Hill | TX | 07/2019 | 07/2020 |
| University Of Texas At Arlington | Arlington | TX | 08/2017 | 08/2020 |
| Torrid | Cedar Hill | TX | 07/2017 | 07/2019 |
| Dress Barn | Arlington | TX | 07/2017 | 12/2017 |
| Duncanville High School | Duncanville | TX | 08/2013 | 08/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-08 |
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