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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Minnetrista | MN | 06/2013 | 05/2019 |
| Burl Oaks Golf Club | Minnetrista | MN | 08/2016 | 08/2019 |
| Full-Time Education | Tempe | AZ | 08/2019 | 05/2023 |
| Epic Valet | Phoenix | AZ | 08/2021 | Present |
| Northwestern Mutual | Chandler | AZ | 06/2022 | 12/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-08 |
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