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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Inc. | Southlake | TX | 06/2020 | 05/2022 |
| Buc-Ee's | New Braunfels | TX | 02/2018 | 04/2018 |
| In N Out Burgers | Dallas | TX | 07/2016 | 06/2020 |
| The Copper Institute | Dallas | TX | 06/2016 | 08/2016 |
| Dallas County Elections Department | Dallas | TX | 08/2015 | 08/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-28 |
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