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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Irving | TX | 11/2012 | 05/2022 |
| Fidelity Personal And Workplace Advisors | Irving | TX | 07/2018 | 05/2022 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2022 | 05/2022 |
| The Vanguard Group, Inc. | Plano | TX | 05/2022 | 06/2025 |
| Charles Schwab | Westlake | TX | 04/2025 | Present |
| Charles Schwab Bank Ssb | Westlake | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-03 |
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