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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-15 |
Branch Locations
3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 10/2012 | 10/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2024 |
| Charles Schwab & Co., Inc | Plano | TX | 06/2025 | Present |
| Charles Schwab Bank, Ssb | Plano | TX | 06/2025 | Present |
| N/A | Roswell | GA | 11/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-08 |
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