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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2022 | Present |
| Olympus Enterprises | North Richland Hills | TX | 04/2019 | 11/2021 |
| Allstate Insurance | Colleyville | TX | 09/2016 | 04/2019 |
| N/A | Fort Worth | TX | 11/2021 | 04/2022 |
| Texas Harley Davidson | Bedford | TX | 07/2014 | 09/2016 |
| Charles Schwab Bank | Westlake | TX | 05/2025 | Present |
Kassia Investments LLC | Investment Related | Fort Worth, TX | Hotels/ Lodging | Manager | 1/30/2020 | Less than 20 hours per month, All outside market hours | My husband and I own 2 cabins. We rent them out, short term, via AirBNB and direct bookings with guests. Sassy Frog Designs | Not Investment related | Fort Worth, TX | Retail | Customer service | 8/1/2021 | Less than 20 hours per month, all outside of market hours | Retail sales of shirts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-09 |
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