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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2022 | Present |
| Frost Bank | Dallas | TX | 09/2021 | 11/2021 |
| Fort Worth Harley Davidson | Fort Worth | TX | 02/2021 | 07/2021 |
| Home Depot, Inc. | Lake Worth | TX | 12/2020 | 01/2021 |
| Unemployed | Azle | TX | 07/2021 | 09/2021 |
| Full Time Education | Borger | TX | 08/2020 | 12/2020 |
| Full Time Education | Azle | TX | 02/2016 | 05/2020 |
| Door Dash | Fort Worth | TX | 05/2020 | 12/2025 |
| Full Time Education | Lynchburg | VA | 08/2021 | Present |
| Temporary Staffing Llc | Dallas | TX | 01/2021 | 02/2021 |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2025 | Present |
| Summer Moon Coffee Llc | Fort Worth | TX | 11/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-09 |
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