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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckesson | Ft Worth | TX | 08/2014 | 06/2017 |
| Kforce | Ft Worth | TX | 06/2017 | 06/2018 |
| Unemployed | N/A | TX | 06/2018 | 07/2018 |
| Kroger | Keller | TX | 07/2018 | 03/2019 |
| Thrivent Investment Management Inc | Keller | TX | 09/2018 | 02/2019 |
| Thrivent Financial | Appleton | WI | 09/2018 | 02/2019 |
| Thrivent Financial | Appleton | WI | 01/2019 | 02/2019 |
| Td Ameritrade | Southlake | TX | 08/2019 | 09/2023 |
| Cvs Omnicare | Ft Worth | TX | 03/2019 | 08/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
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