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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Frisco | TX | 10/2014 | 06/2018 |
| Kroger | Mckinney | TX | 06/2018 | 09/2018 |
| Full Time Education | Frisco | TX | 06/2018 | 08/2019 |
| Full Time Education | Richardson | TX | 08/2019 | 06/2020 |
| Panera Bread | Allen | TX | 06/2020 | 01/2021 |
| Full Time Education | Richardson | TX | 01/2021 | 08/2021 |
| Uncle Julio's | Allen | TX | 08/2021 | 04/2022 |
| Liberty Mutual | Plano | TX | 05/2022 | 08/2022 |
| Full Time Education | Richardson | TX | 08/2022 | 11/2022 |
| Lupe Tortilla | Addison | TX | 11/2022 | 03/2023 |
| Full Time Education | Richardson | TX | 03/2023 | 05/2023 |
| Liberty Mutual | Plano | TX | 07/2023 | 09/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-31 |
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