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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 02/2022 | 11/2023 |
| Rethink Wealth | Fort Worth | TX | 07/2020 | 02/2022 |
| Student | Dallas | TX | 05/2013 | 07/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2023 | Present |
| Charles Schwab Bank | Westlake | TX | 07/2024 | Present |
1) Rental Property | Investment Related:No|2806 Addison Park Ln|Fort Worth|TX|76110|USA|Real Estate (Non-Agent/Broker)|Owner|10/15/2025|Less than 20|0|Mange rental property for rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-01 |
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