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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2021 | Present |
| Brenham National Bank | College Station | TX | 02/2020 | 09/2021 |
| Starbucks | College Station | TX | 10/2018 | 02/2020 |
| Massage Heights | Southlake | TX | 07/2018 | 10/2018 |
| R2 Wellness | Euless | TX | 10/2015 | 07/2018 |
| Charles Schwab Bank, Ssb | Westlake | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-19 |
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