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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Llc | Weslake | TX | 07/2021 | 03/2025 |
| Automobile Association Of America | 1225 Freeport Pkwy | TX | 11/2020 | 06/2021 |
| Jewish Community Center | Dallas | TX | 06/2018 | 11/2020 |
| Denton Ind School District Ext School Day Academy | Denton | TX | 10/2014 | 06/2018 |
| Full Time Education | Denton | TX | 08/2014 | 12/2018 |
| City Of Denton | Denton | TX | 06/2017 | 08/2017 |
| Fidelity Investments | Reston | MA | 03/2025 | 05/2026 |
| Charles Schwab & Co., Inc. | Reston | VA | 06/2026 | Present |
| Charles Schwab Bank | Reston | VA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-18 |
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