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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-06-07 |
Branch Locations
2005 East 21St Street Suite 100, Tulsa, OK 74104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 02/2008 | 12/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 12/2020 |
| Fisher Investments | Camas | WA | 12/2020 | 05/2021 |
| Charles Schwab & Co., Inc. | Tulsa | OK | 05/2021 | Present |
| Charles Schwab Bank, Ssb | Tulsa | OK | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-24 |
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