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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | Southlake | TX | 11/2020 | 12/2022 |
| Psav | Dallas | TX | 11/2019 | 10/2020 |
| Psav | Dallas | TX | 08/2017 | 11/2019 |
| University Of North Texas | Denton | TX | 01/2016 | 08/2017 |
| University Of North Texas | Denton | TX | 08/2013 | 08/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-18 |
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