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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 11/2018 | 05/2020 |
| Allstate Insurance | Irving | TX | 10/2015 | 11/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2020 | Present |
1) Doggy Doggz Pet Waste Removal|Investment Related: No|4500 Mercantile Plaza Dr, Fort Worth, TX, 76137, USA|Waste Management|Advertising|9/15/2022|Less than 20 hour/month - 0 during trading hours|Featuring in a commercial to promote/advertise the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-01 |
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