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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 11/2020 | 06/2026 |
| Jc Penney | Haslet | TX | 07/2017 | 10/2020 |
| Unemployed | Denton | TX | 06/2015 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Charles Schwab & Co., Inc | Westlake | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-14 |
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