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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
Branch Locations
3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Coppell | TX | 03/2015 | 05/2017 |
| First Watch Restaurants | Coppell | TX | 06/2023 | 05/2024 |
| Chick Fil A Restaurants | Grapevine | TX | 01/2017 | 06/2023 |
| Full Time Education | Fort Worth | TX | 01/2023 | 06/2025 |
| Fidelity Investments | Westlake | TX | 06/2025 | 09/2025 |
| Bread Financial | Plano | TX | 05/2024 | 08/2024 |
| Full Time Education | Irving | TX | 08/2017 | 05/2021 |
| Full Time Education | Irving | TX | 08/2021 | 12/2022 |
| Unemployed | Coppell | TX | 09/2025 | 11/2025 |
| Charles Schwab & Co., Inc. | Plano | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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