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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| General Nutrition Center | Ecinitas | CA | 07/2017 | 09/2017 |
| Encinitas Ford | Encinitas | CA | 03/2018 | 03/2019 |
| Sam Pack's Five Star Ford Nort | North Richland Hills | TX | 05/2019 | 10/2021 |
| Charles Schwab & Co., Inc | Westlake | TX | 02/2022 | Present |
| Unemployed | Azle | TX | 03/2019 | 05/2019 |
| Unemployed | Solana Beach | CA | 09/2017 | 03/2018 |
| Sprouts Farmers Market | Solana Beach | CA | 04/2017 | 07/2017 |
| Unemployed | Solana Beach | CA | 02/2017 | 04/2017 |
| Abuelo's Mexican Restaurent | Plano | TX | 02/2016 | 02/2017 |
| Unemployed | Haltom City | TX | 10/2021 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-19 |
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