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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Fort Worth | TX | 10/2006 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Fort Worth | TX | 07/2018 | 03/2025 |
| Fidelity Investments | Fort Worth | TX | 03/2025 | 05/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2025 | Present |
| Charles Schwab Bank | Westlake | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-23 |
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