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One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc. | Minneapolis | MN | 06/2020 | 08/2021 |
| Scheel's All Sports | Eau Claire | WI | 08/2017 | 11/2018 |
| Wells Fargo | Eau Claire | WI | 06/2018 | 03/2019 |
| Td Ameritrade | Eau Claire | WI | 03/2019 | 09/2019 |
| Charter Bank | Eau Claire | WI | 09/2019 | 03/2020 |
| Toppers Pizza | Onalaska | WI | 06/2016 | 11/2017 |
| Unemployed | Onalaska | WI | 03/2020 | 06/2020 |
| Ameriprise Financial Services, Llc | Plano | TX | 12/2022 | 04/2023 |
| Cannapreneur (Bam) Partners | Westborough | MA | 09/2021 | 11/2021 |
| Jwtc Wick Llc | Rowley | MA | 11/2021 | 10/2022 |
| Unemployed | Coppell | TX | 11/2022 | 12/2022 |
| Full-Time Education | Eau Claire | WI | 09/2016 | 05/2020 |
| Big Bore Bbq | West Salem | WI | 06/2017 | 08/2017 |
| Unemployed | Coppell | TX | 05/2023 | 06/2023 |
| Td Ameritrade, Inc | Westlake | TX | 06/2023 | 06/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2023 | Present |
| Charles Schwab Bank | Dallas | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
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