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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ch Robinson Worldwide | Plano | TX | 01/2018 | 09/2019 |
| Merrill Lynch | Fort Worth | TX | 09/2019 | 03/2023 |
| Morgan Stanley | Fort Worth | TX | 03/2023 | 07/2025 |
| Full Time Education | Stillwater | OK | 07/2013 | 12/2017 |
| Charles Schwab & Co., Inc | Westlake | TX | 07/2025 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-10 |
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