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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-19 |
Branch Locations
3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Nichols Hills | OK | 10/2021 | 03/2025 |
| Charles Schwab & Co., Inc. | Plano | TX | 04/2026 | Present |
| Charles Schwab Bank | Plano | TX | 04/2026 | Present |
| Td Ameritrade | Southlake | TX | 06/2019 | 09/2020 |
| Creekmur Wealth Advisors | Morton | IL | 01/2019 | 05/2019 |
| Luxottica Retail | Oklahoma City | OK | 06/2017 | 06/2019 |
| Capgemini Insurance | Chicago | IL | 03/2017 | 10/2017 |
| Victoria's Secret | Peoria | IL | 10/2016 | 01/2017 |
| Tradehome Shoes | Peoria | IL | 06/2016 | 10/2016 |
| Fidelity Investments | Westlake | TX | 09/2020 | 10/2021 |
| Full Time Education | Peoria | IL | 08/2015 | 05/2019 |
| Fidelity Investments | Nichols Hills | OK | 03/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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