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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 10/2021 | 02/2023 |
| Unemployed | Arlington | TX | 07/2021 | 10/2021 |
| City Of Fort Worth | Fort Worth | TX | 04/2021 | 07/2021 |
| City Of Fort Worth | Fort Worth | TX | 10/2017 | 04/2021 |
| Unemployed | Arlington | TX | 08/2017 | 10/2017 |
| City Of Colleyville | Colleyville | TX | 06/2017 | 08/2017 |
| Pappasito's Cantina | Arlington | TX | 04/2016 | 08/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2023 | Present |
| Charles Schwab Bank Ssb | Westlake | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-09 |
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