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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Frisco | TX | 11/2024 | 02/2025 |
| Full-Time Education | Frisco | TX | 08/2016 | 05/2020 |
| Full-Time Education | Macon | GA | 08/2020 | 11/2024 |
| Publix | Macon | GA | 03/2024 | 05/2024 |
| Charles Schwab & Co., Inc. | Westlake | CO | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-13 |
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