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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-23 |
| TX | RA | APPROVED | 2024-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fort Worth | TX | 04/2022 | 05/2022 |
| Td Ameritrade | Southlake | TX | 05/2022 | 09/2023 |
| Knapp Begley Law | Fort Worth | TX | 11/2021 | 04/2022 |
| Jpmorgan Chase | Fort Worth | TX | 06/2021 | 11/2021 |
| Jpmorgan Chase | Fort Worth | TX | 09/2018 | 06/2021 |
| Keller Isd | Fort Worth | TX | 08/2017 | 09/2018 |
| Full-Time Education | Fort Worth | TX | 09/2014 | 08/2017 |
| Charles Schwab & Co., Inc. | Miami | FL | 09/2023 | Present |
| Td Ameritrade Inc. | Westlake | TX | 01/2024 | 06/2024 |
| Charles Schwab Bank | Miami | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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