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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Underground Printing/Ann Arbor T Shirt Company | Ann Arbor | MI | 08/2015 | 02/2019 |
| Michaels Stores, Inc. | Ann Arbor | MI | 03/2018 | 05/2018 |
| Unemployed | Detroit | MI | 02/2019 | 05/2019 |
| Quicken Loans/Rocket Mortgage | Detroit | MI | 05/2019 | 11/2020 |
| Unemployed | Detroit | MI | 11/2020 | 09/2021 |
| Fidelity Investments | Westlake | TX | 09/2021 | 06/2024 |
| Unemployed | Fort Worth | TX | 06/2024 | 12/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
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