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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 10/2014 | 10/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2021 | Present |
| Century 21 Alliance Properties | Saginaw | TX | 04/2021 | 08/2021 |
| Ups | Haslet | TX | 11/2020 | 01/2021 |
| Fidelity Investments | Westlake | TX | 10/2018 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-07 |
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