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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| At&T | Dallas | TX | 06/2022 | 08/2022 |
| Midwestern State University | Wichita Falls | TX | 08/2022 | 12/2022 |
| Midwestern State University | Wichita Falls | TX | 01/2022 | 06/2022 |
| Full-Time Education | Wichita Falls | TX | 08/2021 | 12/2022 |
| Midwestern State University | Wichita Falls | TX | 08/2021 | 12/2021 |
| Unemployed | Wichita Falls | TX | 06/2021 | 08/2021 |
| Full-Time Education | Wichita Falls | TX | 08/2020 | 06/2021 |
| Midwestern State University | Wichita Falls | TX | 08/2020 | 06/2021 |
| Full-Time Education | Wichita Falls | TX | 08/2020 | 06/2021 |
| Midwestern State University | Wichita Falls | TX | 06/2020 | 08/2021 |
| Unemployed | San Antonio | TX | 06/2020 | 08/2020 |
| Full-Time Education | Wichita Falls | TX | 08/2019 | 06/2020 |
| Midwestern State University | Wichita Falls | TX | 04/2019 | 08/2019 |
| Full-Time Education | Wichita Falls | TX | 08/2018 | 06/2019 |
| First Baptist Church Wichita Falls | Wichita Falls | TX | 08/2017 | 08/2018 |
| Full-Time Education | Wichita Falls | TX | 08/2017 | 06/2018 |
| Unemployed | Wichita Falls | TX | 04/2016 | 08/2017 |
| Full-Time Education | Wichita Falls | TX | 02/2013 | 06/2017 |
| Unemployed | Wichita Falls | TX | 12/2022 | 02/2023 |
| Charles Schwab Co., Inc. | Westlake | TX | 02/2023 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-22 |
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