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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 12/2021 | 06/2024 |
| Enterprise Holdings | Dallas | TX | 06/2021 | 12/2021 |
| Enterprise Holdings | Gainesville | FL | 03/2019 | 06/2021 |
| Unemployed | St. Johns | FL | 01/2019 | 03/2019 |
| The Hershey Company | Duluth | GA | 01/2018 | 01/2019 |
| Student | Gainesville | FL | 01/2011 | 01/2018 |
| Charles Schwab & Co., Inc. | Westslake | TX | 06/2023 | Present |
| Charles Schwab Bank Ssb | Westlake | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-05 |
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