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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-12-08 |
| VT | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED | 2025-11-24 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Denton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Milpitas | CA | 02/2019 | 02/2022 |
| Best Buy | Denton | TX | 11/2017 | 09/2020 |
| Wal-Mart | Denton | TX | 03/2015 | 11/2017 |
| University Of North Texas | Denton | TX | 08/2014 | 12/2018 |
| Charles Schwab Bank, Ssb | Milpitas | CA | 11/2020 | 02/2022 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 02/2022 | 07/2024 |
| Kaplan | Joaquin | TX | 03/2024 | 07/2024 |
| Fisher Investments | Plano | TX | 07/2024 | 10/2025 |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 02/2022 | 07/2024 |
| Tiaa | Frisco | TX | 10/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-14 |
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