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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Forth Worth | TX | 02/2021 | 07/2025 |
| Point Of Rental Software | Ft. Worth | TX | 06/2019 | 01/2021 |
| Dallas Baptist University | Dallas | TX | 05/2016 | 01/2019 |
| Entrepreneurial Endeavors | Arlington | TX | 05/2016 | 02/2017 |
| Full Time Education | Dallas | TX | 01/2019 | 06/2019 |
| Charles Schwab & Co., Inc | Westlake | TX | 07/2025 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-18 |
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