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8700 Orion Place Suite 100, Columbus, OH 43240-2078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-12 |
Branch Locations
8700 Orion Place Suite 100, Columbus, OH 43240-2078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Dallas | TX | 03/2022 | 02/2023 |
| Charles Schwab & Co., Inc. | El Paso | TX | 06/2021 | 08/2021 |
| Amazon Com Services Llc | Groveport | OH | 04/2020 | 06/2020 |
| Cepeda's Good Bull Parking | Bryan | TX | 01/2020 | 10/2020 |
| Swiki Anderson & Associates | Bryan | TX | 09/2019 | 12/2019 |
| Traditions Club Bryan Llc | Bryan | TX | 01/2019 | 10/2019 |
| Blinn College Bookstore | Bryan | TX | 08/2018 | 01/2019 |
| Casa Del Taco | Chillicothe | OH | 12/2015 | 06/2017 |
| Jpmorgan Chase Bank, N.A. | Upper Arlington | OH | 05/2023 | 07/2023 |
| J.P. Morgan Securities Llc | Upper Arlington | OH | 05/2023 | 07/2023 |
| Unemployed | Chillicothe | OH | 07/2017 | 07/2018 |
| Unemployed | College Station | TX | 11/2020 | 05/2021 |
| Unemployed | College Station | OH | 09/2021 | 02/2022 |
| Unemployed | Circleville | OH | 03/2023 | 04/2023 |
| Unemployed | Bryan | TX | 01/2020 | 03/2020 |
| Charles Schwab & Co., Inc. | Columbus | OH | 07/2023 | 10/2024 |
| Charles Schwab Bank, Ssb | Columbus | OH | 07/2023 | 10/2024 |
| Barnes & Noble College | Bryan | TX | 08/2018 | 01/2019 |
| Accolade Asset/Liability Advisory Services | Columbus | OH | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-17 |
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