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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Market | Fort Worth | TX | 01/2022 | 02/2023 |
| Amazon | Dallas | TX | 08/2020 | 02/2022 |
| Full-Time Education | Richardson | TX | 05/2020 | 05/2022 |
| Full-Time Education | Baytown | TX | 05/2017 | 05/2020 |
| Full-Time Education | Mont Belvieu | TX | 05/2013 | 05/2017 |
| Charles Schwab Co., Inc. | Westlake | TX | 02/2023 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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