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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 08/2021 | 05/2024 |
| Favor | College Station | TX | 07/2021 | 07/2021 |
| Greer & Company | Bryan | TX | 05/2021 | Present |
| Uber | College Station | TX | 04/2021 | 08/2021 |
| Amazon Fba | Bryan | TX | 04/2021 | 08/2021 |
| Cognizant Technology Solution | College Station | TX | 10/2019 | 07/2021 |
| Statacorp | College Station | TX | 05/2017 | 10/2019 |
| La Quinta Inn | College Station | TX | 06/2015 | 05/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-11 |
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