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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-04 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Westlake | TX | 05/2021 | 05/2024 |
| State Farm Insurance Companies | Richardson | TX | 02/2020 | 05/2021 |
| Catholic Charities Fort Worth | Fort Worth | TX | 01/2019 | 08/2019 |
| Williamson- Dickie Manufacturing Co | Fort Worth | TX | 01/2015 | 05/2017 |
| Oportun Inc. | Fort Worth | TX | 07/2018 | 10/2018 |
| Catholic Charities Fort Worth | Fort Worth | TX | 07/2018 | 01/2019 |
| Unemployed- Full Time Student | Na | TX | 09/2019 | 02/2020 |
| Catholic Charities Fort Worth | Fort Worth | TX | 09/2016 | 07/2018 |
| Morgan Stanley | San Antonio | TX | 06/2024 | Present |
| Charles Schwab & Co., Inc | Westlake | TX | 05/2024 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-11 |
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