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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Worth Country Day | Fort Worth | TX | 03/2015 | 05/2019 |
| Fort Worth Country Day | Fort Worth | TX | 05/2017 | 08/2017 |
| Fort Worth Country Day | Fort Worth | TX | 05/2018 | 08/2018 |
| Fort Worth Country Day | Fort Worth | TX | 05/2019 | 08/2019 |
| University Of North Texas | Denton | TX | 08/2019 | 12/2019 |
| Tarrant County College - Northwest Campus | Fort Worth | TX | 01/2020 | 08/2021 |
| Veranda Beach Club | Longboat Key | FL | 06/2021 | 08/2021 |
| Unemployed | Fort Worth | TX | 08/2021 | 06/2022 |
| Lido Beach Resort | Sarasota | FL | 06/2022 | 08/2022 |
| Unemployed | Benbrook | TX | 01/2025 | 04/2025 |
| Equitable Advisors, Llc | Dallas | TX | 04/2025 | 08/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2025 | Present |
| Unemployed | Benbrook | TX | 08/2025 | 11/2025 |
| Unemployed | Benbrook | TX | 08/2022 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-22 |
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