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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 07/2021 | 06/2024 |
| Self Employed | Southlake | TX | 01/2019 | 07/2021 |
| 24 Hour Fitness | Southlake | TX | 10/2017 | 11/2019 |
| Student | Bryan | TX | 08/2013 | 09/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-23 |
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