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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 08/2023 | Present |
| Ameriprise - Ecclesiastes Wealth Partners | Richardson | TX | 05/2022 | 12/2022 |
| Shiloh Bar And Grill | Columbia | MO | 02/2021 | 07/2021 |
| Old Hawthorne Country Club | Columbia | MO | 05/2020 | 09/2020 |
| Full-Time Education | Columbia | MO | 08/2013 | 05/2020 |
| Full-Time Education | Columbia | MO | 09/2020 | 02/2021 |
| Full-Time Education | Columbia | MO | 07/2021 | 05/2022 |
| Full-Time Education | Columbia | MO | 12/2022 | 07/2023 |
| Schwab Wealth Advisory Inc | Austin | TX | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
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