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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 05/2014 | 05/2018 |
| Bank Of America, N.A. | Fort Worth | TX | 08/2014 | 05/2018 |
| Bb&T Securities, Llc | Fort Worth | TX | 05/2018 | 06/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-10 |
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