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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Westlake | TX | 08/2010 | 04/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-12 |
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