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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 07/2022 | 02/2024 |
| Trader Joes | Dallas | TX | 03/2020 | 07/2022 |
| Lama Brand Llc | Northglenn | CO | 02/2017 | 02/2020 |
| Unemployed | St. Charles | MO | 05/2016 | 02/2017 |
| Unemployed | Dallas | TX | 02/2020 | 03/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2024 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-03 |
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