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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Westlake | TX | 10/2018 | 05/2024 |
| Fansided | Cubbiescrib.cOm | WI | 07/2018 | Present |
| Unemployed | Lake Geneva | WI | 05/2018 | 07/2018 |
| Texas Christian University | Fort Worth | TX | 08/2017 | 05/2018 |
| Moroch Partners | Dallas | TX | 06/2017 | 08/2017 |
| Texas Christian University | Fort Worth | TX | 08/2016 | 08/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 04/2026 | Present |
Name of Outside Business:Fansided/CubbiesCrib.com; Investment Related:No; Address of Outside Business:Lake Geneva, WI; Nature of Outside Business:Other; Position:Contributor; Start Date:8/1/2018; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Write one article per week for Cubbies.Crib.com and do not get paid
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-09 |
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