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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gartner | Irving | TX | 05/2025 | 11/2025 |
| Assured Partners (Now Gallagher) | Plano | TX | 05/2024 | 11/2024 |
| Full Time Education | Dublin | CA | 08/2016 | 05/2017 |
| Full Time Education | Danville | CA | 08/2017 | 05/2021 |
| Full Time Education | Athens | GA | 08/2021 | 05/2025 |
| Full Time Education | Westlake | TX | 01/2016 | 05/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2026 | Present |
1) Rapidmocks | Investment Related:No||Other|Creator|2025-08-19|20-40|0|My friend and I are working to create an AI Marketing agency. Most of our posts are through social media and we will also be engaging clients through cold calls. Creating high quality videos for brands to post as well as possibly running their social media accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-22 |
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