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353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
Branch Locations
4400 Post Oak Parkway Suite 2330, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Houston | TX | 06/2022 | 01/2026 |
| Northwestern Mutual | College Station | TX | 12/2021 | 02/2022 |
| Texas A&M University | College Station | TX | 05/2021 | 01/2022 |
| Gulf Coast Credit Union | Corpus Christi | TX | 06/2020 | 08/2020 |
| Texas A&M University | College Station | TX | 08/2018 | 04/2022 |
| Full-Education | Corpus Christi | TX | 06/2011 | 06/2018 |
| The Reach Project | College Station | TX | 10/2021 | 12/2021 |
| Charles Schwab Bank, Ssb | Houston | TX | 06/2023 | 01/2026 |
| The Mather Group, Llc | Houston | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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