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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-11 |
Branch Locations
4200 Westheimer Rd Suite 100, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Houston | TX | 09/2021 | Present |
| Lululemon Usa Inc. | Summit | NJ | 09/2019 | 01/2020 |
| Seton Hall University | South Orange | NJ | 08/2016 | 12/2020 |
| J. Crew | Short Hills | NJ | 05/2016 | 04/2019 |
| Unemployed | North Plainfield | NJ | 12/2020 | 09/2021 |
| Charles Schwab Bank, Ssb | Houston | TX | 10/2022 | Present |
1) Casa de Esperanza | Investment Related:No|2911 Corder St building a|Houston|TX|77054|USA|Nonprofit Charitable Organizations|Foundation Board Member|1/1/2026|Less than 20|0|Represent Casa within the community, suggest names for potential governing board, read and understand foundations financial statements and help fulfill its fiduciary responsibilities, and support the majority decision on issues decided by the foundation board. , 2) Rotary Club of Houston | Investment Related:No|P.O. Box 22027 |Houston|TX|77227|USA|Nonprofit Charitable Organizations|Treasurer Elect |7/1/2026|Less than 20|0|As the treasurer elect I will just be shadowing the Treasurer to learn about the role as that will be my responsibility next year starting July 2027. The treasurer is responsible for attending and hosting the finance committee meetings the go over the financial reporting for the club, and overlook accounts payable, club budget, and community service budget. the treasurer does not have access to club funds or investments as that is handled by the foundation board which is completely separate from the Rotary club and treasurer roles.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-22 |
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