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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-12-13 |
Branch Locations
13710 N. Pennsylvania Ave Suite 2, Oklahoma City, OK 73134-6030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Oklahoma City | OK | 08/2015 | 05/2018 |
| Oaktree National | Edmond | OK | 03/2017 | 06/2018 |
| Full Time Education | Stillwater | OK | 08/2018 | 05/2022 |
| Northwestern Mutual | Oklahoma City | OK | 01/2020 | 07/2020 |
| Unemployed | Edmond | OK | 06/2022 | 07/2022 |
| Jp Morgan Chase & Co. | New York | NY | 07/2022 | 11/2022 |
| Baker Wealth Strategies Llc | Edmond | OK | 11/2022 | 05/2024 |
| Nai Red (Formerly Nai Sullivan Group) | Oklahoma City | OK | 06/2024 | 11/2024 |
| Nintex | Bellevue | WA | 11/2024 | 12/2025 |
| Triad Vacation Rentals | Charlotte | NC | 06/2025 | 08/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2025 | Present |
| Charles Schwab Bank | Oklahoma City | OK | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-03 |
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