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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tolbert's Chili Parlor | Grapevine | TX | 03/2018 | 07/2018 |
| Chill Sports Bar And Grill | Grapevine | TX | 12/2020 | 01/2022 |
| Mindlance | Richardson | TX | 01/2022 | 05/2022 |
| Td Ameritrade, Inc. | Southlake | TX | 01/2022 | 09/2023 |
| Whiskey Cake | Irving | TX | 01/2022 | 03/2022 |
| Twin Peaks | Lubbock | TX | 02/2020 | 03/2020 |
| Unemployed | Lubbock | TX | 07/2018 | 02/2020 |
| Full-Time Education | Lubbock | TX | 08/2018 | 05/2022 |
| Full-Time Education | Grapevine | TX | 08/2014 | 05/2018 |
| Unemployed | Grapevine | TX | 07/2016 | 03/2018 |
| Unemployed | Grapevine | TX | 03/2020 | 12/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-18 |
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