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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-05-20 |
Branch Locations
510 Shelburne Rd. Suite 1A, South Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2022 | 08/2023 |
| Pennymac Loan Services | Plano | TX | 12/2019 | 05/2022 |
| Collin County Community College | Plano | TX | 07/2017 | 08/2018 |
| In-N-Out-Burger | Plano | TX | 03/2019 | 02/2020 |
| University Of Texas At Dallas | Richardson | TX | 02/2018 | 03/2019 |
| Collin County Community College | Plano | TX | 08/2016 | 07/2017 |
| In-N-Out-Burger | Plano | TX | 06/2022 | 11/2022 |
| Frost Brokerage Services, Inc. | Mckinney | TX | 09/2023 | 04/2025 |
| Frost Bank | Mckinney | TX | 09/2023 | 04/2025 |
| Charles Schwab & Co., Inc. | Burlington | VT | 05/2025 | Present |
| Charles Schwab Bank, Ssb | Burlington | VT | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-27 |
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