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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | South Lake | TX | 08/2021 | 06/2024 |
| U.S. Census Bureau | Irving | TX | 08/2020 | 11/2020 |
| Sevenstar Llc | Allen | TX | 07/2018 | 08/2021 |
| Kolibri Pest Services | Carrollton | TX | 01/2018 | Present |
| Uber | San Francisco | CA | 12/2017 | 08/2021 |
| Lyft | San Francisco | CA | 10/2017 | 08/2021 |
| Forney Isd | Forney | TX | 08/2017 | 12/2017 |
| Gdq International Christian School | Tirana | 08/2015 | 08/2017 | |
| Teach Beyond | Downers Grove | IL | 08/2015 | 08/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 01/2026 | Present |
1) Book Writer | Investment Related:No|Other|Writer|8/1/2020|Less than 20|0|I have two books published via Amazon Direct Publishing, 2) Kolibri Pest Control | Investment Related:No|1508 Palisades|Carrollton|TX|75007|USA|Personal/Household Services|Pest Control Apprentice|11/1/2025|20-40|0|Residential and Commercial pest control related activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-11 |
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