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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-19 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2020 | Present |
| Metro Ag | Xi'aN Sx | 08/2019 | 12/2019 | |
| China Island Asian Grill | Flower Mound | TX | 02/2020 | 08/2020 |
| University Of Texas At Dallas | Richardson | TX | 08/2017 | 05/2019 |
| Industrial Bank Co. Ltd. | Xi'aN, Sx | 01/2014 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-14 |
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