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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Dallas | TX | 07/2013 | 10/2016 |
| Jpmorgan Chase Bank Na | Dallas | TX | 07/2013 | 10/2016 |
| Jpmorgan Chase Bank Na | Dallas | TX | 07/2013 | 10/2016 |
| Lowes Home Improvement | Flowermound | TX | 05/2017 | 06/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2017 | Present |
| Unemployed | Irving | TX | 11/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-28 |
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