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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Academy At Harvard Square | Cambridge | MA | 06/2017 | 05/2018 |
| Muy! Corporation | San Antonio | TX | 09/2018 | 07/2020 |
| Charles Schwab & Co., Inc. | Austin | TX | 01/2023 | Present |
| Full-Time Education | Amherst | MA | 01/2015 | 05/2017 |
| Extended Travel | Cambridge | MA | 06/2018 | 08/2018 |
| Unemployed | Kyle | TX | 08/2020 | 12/2021 |
| Instacart | Austin | TX | 01/2022 | 06/2024 |
| Lyft | Austin | TX | 08/2022 | 06/2024 |
| Uber | Austin | TX | 11/2022 | 12/2023 |
| Schwab Wealth Advisory, Inc. | Austin | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-08 |
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