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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
4200 Westheimer Rd Suite 100, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bettencourt Tax Advisors, Llc | Houston | TX | 02/2021 | 11/2022 |
| Unemployed | Houston | TX | 08/2020 | 02/2021 |
| Pebble Creek Country Club | College Station | TX | 12/2018 | 10/2020 |
| The Cove At Bearx | College Station | TX | 09/2018 | 08/2020 |
| Dr. Sherri Levin M.D And Associates | Houston | TX | 11/2016 | 07/2018 |
| Chick-Fil-A | Sugarland | TX | 07/2015 | 11/2016 |
| Charles Schwab & Co., Inc. | Houston | TX | 11/2022 | Present |
| Charles Schwab Bank, Ssb | Houston | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-31 |
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