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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Financial Services Llc | Westlake | TX | 06/2017 | 04/2020 |
| Texas Women's University | Denton | TX | 08/2012 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 04/2020 | 01/2021 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 01/2021 | 04/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 01/2021 | 04/2022 |
| Bank Of America | Frisco | TX | 04/2020 | 11/2020 |
| Fidelity Investments | Westlake | TX | 06/2017 | 04/2020 |
| Camisa Strategies, Llc | Frisco | TX | 12/2020 | 05/2022 |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2022 | 01/2026 |
| Charles Schwab & Co., Inc | Westlake | TX | 05/2022 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-26 |
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