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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 01/2014 | 01/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2022 | 01/2024 |
| Moomoo Financial Inc. | Dallas | TX | 06/2024 | 03/2025 |
| Unemployed | Fort Worth | TX | 02/2024 | 05/2024 |
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2025 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-17 |
| S66 | Uniform Combined State Law Examination | 2006-04-10 |
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