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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| FL | RA | APPROVED | 2021-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 01/2017 | 06/2019 |
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2019 | Present |
| Charles Schwab Bank | Fort Worth | TX | 06/2019 | 02/2021 |
| Td Ameritrade | Naples | FL | 07/2015 | 01/2017 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 02/2021 | Present |
1) New Book "Artificial Intelligence: A Vision of the Future" | Investment Related:No|Printing/Publishing|Author|1/10/2023|Less than 20|0|I wrote a book titled "Artificial Intelligence: A Vision of the Future." My responsibility is writing the book and selling it on Amazon.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-24 |
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