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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Inc | Southlake | TX | 11/2020 | 06/2024 |
| Meddata Inc. | Dallas | TX | 10/2017 | 11/2020 |
| University Of Texas At Austin | Austin | TX | 08/2013 | 08/2017 |
| Brookdale Senior Living | Dallas | TX | 08/2010 | 01/2017 |
| Charles Schwab And Co., Inc. | Omaha | NE | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-11 |
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