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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 05/2021 | 11/2023 |
| J P Morgan Chase | Euless | TX | 06/2019 | 05/2021 |
| J P Morgan Chase | Oakland | CA | 07/2018 | 06/2019 |
| Macys | Hayward | CA | 06/2018 | 07/2018 |
| Amazon | Oakland | CA | 04/2018 | 06/2019 |
| Unemployed | El Cerrito | CA | 01/2013 | 03/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-17 |
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