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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tailored Management | Westlake | TX | 04/2024 | 07/2024 |
| World Financial Group | Plano | TX | 01/2023 | 04/2024 |
| New York Life Insurance Company | San Dimas | CA | 01/2022 | 07/2022 |
| Jiangsu Jinmaochuangyuan Supply Chain Management | Zhangjiagang, Suzhou | 11/2013 | 04/2021 | |
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2024 | Present |
| Unemployed | Frisco | TX | 08/2022 | 12/2022 |
| Unemployed | San Marino | CA | 05/2021 | 12/2022 |
| Tailored Management | Westlake | TX | 04/2024 | 07/2024 |
| World Financial Group | Plano | TX | 01/2023 | 04/2024 |
| New York Life Insurance Company | San Dimas | CA | 01/2022 | 07/2022 |
| Jiangsu Jinmaochuangyuan Supply Chain Management | Zhangjiagang, Suzhou | 11/2013 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-18 |
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