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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 09/2022 | 06/2024 |
| Warstic | Dallas | TX | 03/2019 | 08/2022 |
| Unemployed | Weatherford | TX | 12/2018 | 02/2019 |
| Lkcm Radio | Fort Worth | TX | 04/2015 | 11/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2024 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 11/2025 | Present |
1) Conversation on the Record|Investment Related: No|Broadcasting/Music/Film|Host/Producer/Owner/Founder|5/31/2017|Less than 20 hour/month - 0 during trading hours|Host and producer of a music podcast. Each episode may contain ads, which are chosen/included by my hosting service. , 2) Sarah White|Investment Related: No|Management Consulting Services|Consultant|5/1/2015|Less than 20 hour/month - 0 during trading hours|Freelance marketing and podcast consultant., 3) Poshmark|Investment Related: No|Retail|Buyer/Curator|1/1/2023|Less than 20 hour/month - 0 during trading hours|I sell items on Poshmark (clothes, shoes, bags, etc.), this year my earnings will trigger a 1099., 4) Generations|Investment Related: No|618 Austin Ave. Booth #962, Waco, TX, 76701, United States|Retail|Buyer/Curator|11/1/2024|Less than 20 hour/month - 0 during trading hours|I run a vintage/antique booth with my mother & grandmother, I am also handle our social media/online marketing for the booth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-11 |
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