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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Austin | TX | 03/2015 | 01/2020 |
| J.P. Morgan Securities Llc | Austin | TX | 07/2016 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 01/2020 | 03/2021 |
| Charles Schwab & Co., Inc. | Austin | TX | 03/2021 | 08/2024 |
| Charles Schwab Bank, Ssb | Austin | TX | 03/2021 | 08/2024 |
| Bank Of America | Austin | TX | 01/2020 | 03/2021 |
| J.P. Morgan Securities Llc | Austin | TX | 08/2024 | 05/2025 |
| Jp Morgan Chase Bank, N.A. | Austin | TX | 08/2024 | 05/2025 |
| Merrill Lynch | Austin | TX | 01/2020 | 03/2021 |
| Chase Bank | Dripping Springs | TX | 03/2015 | 12/2019 |
| Charles Schwab & Co., Inc. | Austin | TX | 05/2025 | Present |
| Charles Schwab Bank | Austin | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-12 |
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