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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2025 | Present |
| Paychex | Irving | TX | 07/2024 | 11/2025 |
| Caliber Healthcare Solutions | Irving | TX | 06/2023 | 07/2024 |
| High Bar Roofing And Construction | Haslet | TX | 11/2022 | 07/2024 |
| Bsn Sports | Farmers Branch | TX | 10/2019 | 11/2022 |
| Staffmark | Keller | TX | 04/2019 | 10/2019 |
| Eco Gen Injection Molding | Fort Worth | TX | 08/2018 | 04/2019 |
| Holiday Inn Club Vacations | Flint | TX | 03/2018 | 08/2018 |
| Brinson Ford | Athens | TX | 05/2017 | 12/2017 |
| Cotton Patch Cafe | Athens | TX | 12/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-10 |
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