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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Plano | TX | 07/2021 | 02/2025 |
| 24 Hour Fitness | Bedford | TX | 03/2013 | 05/2019 |
| Td Ameritrade Financial Services Co | Southlake | TX | 02/2013 | 06/2021 |
| Td Ameritrade, Inc | Southlake | TX | 02/2013 | 06/2021 |
| Td Ameritrade Investment Management, Llc | Southlake | TX | 03/2013 | 12/2019 |
| Cole-Laborate | Euless | TX | 08/2020 | 03/2021 |
| Charles Schwab & Co, Inc | Westlake | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-05 |
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