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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walgreens | Midland | TX | 11/2019 | 07/2020 |
| Charter School Associates | Clearwater | FL | 05/2021 | 07/2023 |
| Lake Worth Independent School District | Lake Worth | TX | 08/2023 | 07/2024 |
| Equitable Advisors, Llc. | Dallas | TX | 02/2025 | 06/2025 |
| Equitable Financial Life Insurance | Dallas | TX | 02/2025 | 06/2025 |
| Frisco Independent School District | Frisco | TX | 08/2024 | 12/2024 |
| Baylor University Success Center Tutoring | Waco | TX | 01/2018 | 12/2018 |
| Jpmorgan Chase Bank, N.A. | Mckinney | TX | 07/2025 | 04/2026 |
| J.P. Morgan Securities Llc | Mckinney | TX | 07/2025 | 04/2026 |
| Full Time Education | Waco | TX | 07/2015 | 12/2018 |
| Unemployed | Midland | TX | 01/2019 | 10/2019 |
| Full Time Education | Clearwater | FL | 08/2020 | 12/2020 |
| Unemployed | Mckinney | TX | 01/2025 | 01/2025 |
| Unemployed | Clearwater | FL | 01/2021 | 04/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-03 |
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