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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-19 |
Branch Locations
1865 Highway 6 Suite 110, Sugar Land, TX 77478-5096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Katy | TX | 07/2015 | 08/2017 |
| Full Time Education | Katy | TX | 08/2017 | 05/2021 |
| Full Time Education | Houston | TX | 05/2021 | 12/2024 |
| Fidelity Investments | Katy | TX | 06/2024 | 08/2024 |
| Charles Schwab & Co., Inc. | Sugar Land | TX | 07/2025 | Present |
| Unemployed | Katy | TX | 12/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
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