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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtus Wealth Management | Southlake | TX | 06/2022 | 05/2024 |
| Full Time Education | Lubbock | TX | 01/2020 | 05/2022 |
| Collision King | Lubbock | TX | 02/2020 | 05/2022 |
| Prospera Financial Services | Dallas | TX | 06/2021 | 08/2021 |
| Hilton Hotels | Southlake | TX | 05/2019 | 01/2020 |
| Full Time Education | Norman | OK | 08/2018 | 12/2019 |
| Charlestons | Norman | OK | 09/2019 | 12/2019 |
| Full Time Education | Fort Worth | TX | 06/2019 | 08/2019 |
| Chick-Fil-A | Norman | OK | 01/2019 | 05/2019 |
| Ana Consultants | Colleyville | TX | 06/2017 | 01/2019 |
| Lifetime Fitness | Colleyville | TX | 01/2018 | 04/2018 |
| Full Time Education | Grapevine | TX | 08/2014 | 05/2018 |
| Mustang Panther Lacrosse Association | Colleyville | TX | 08/2022 | Present |
| Charles Schwab & Co., Inc | Westlake | TX | 05/2024 | Present |
| Charles Schwab Bank | Westlake | TX | 07/2026 | Present |
Grapevine Lacrosse Association|Investment Related:No|Sports/Physical Recreation|Assistant Coach|2025-11-20|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Coach Defense for Lacrosse team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-18 |
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