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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 09/2021 | 06/2022 |
| Homemaker | College Station | TX | 05/2021 | 09/2021 |
| Paddock Lane | College Station | TX | 02/2020 | 05/2021 |
| Corner Bar And Grill | College Station | TX | 06/2019 | 02/2020 |
| Texas A&M University | College Station | TX | 08/2017 | 05/2021 |
| Wci-Gc | Walnut Creek | CA | 05/2017 | 08/2017 |
| Boundary Oaks Golf Course | Walnut Creek | CA | 05/2015 | 05/2017 |
| Acalanes High School | Lafayette | CA | 08/2014 | 05/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 12/2024 | Present |
1) Pi Eta of Tau Kappa Epsilon | Investment Related:No|9815 N Dowling Rd|College Station|TX|77845|USA|Nonprofit Charitable Organizations|Chapter Advisor|4/1/2026|Less than 20|0|Provide supervision of organizational needs and guidance to Fraternity Chapter
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-23 |
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