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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Dallas | TX | 07/2021 | 06/2022 |
| Visionpoint Advisory Group | Dallas | TX | 07/2021 | 09/2022 |
| Empower Financial Services Inc | Overland Park | KS | 11/2022 | 05/2023 |
| Tiaa | Frisco | TX | 06/2023 | 09/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2025 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 09/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 11/2012 | 05/2021 |
| Bank Of America N.A. | Plano | TX | 12/2012 | 05/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 06/2023 | 09/2025 |
| Unemployed | Wylie | TX | 10/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-04 |
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