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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kura Revolving Sushi | Sugar Land | TX | 12/2018 | 11/2019 |
| Mc Donald'S | Sugar Land | TX | 12/2016 | 01/2017 |
| Andy Jan Cpa | Houston | TX | 09/2020 | 10/2020 |
| Red Lobster | Richardson | TX | 05/2022 | 08/2022 |
| Tkc Wealth Management | Dallas | TX | 08/2022 | 01/2025 |
| Landolt Securities | Dallas | TX | 08/2022 | 01/2025 |
| Full Time Student | Dallas | TX | 12/2012 | 08/2022 |
| Fidelity Investments | Westlake | TX | 01/2025 | 05/2026 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2026 | Present |
1) Uber Eats | Investment Related:No|1725 3rd Street|Food/Beverage Production|Couriers|2025-03-01|Varies|0|responsible for ensuring orders arrive accurately, on time, and in optimal condition., 2) Doordash | Investment Related:No|303 2nd Street, South Tower, 8th Floor|Food/Beverage Production|Couriers|2026-03-01|Varies|0|responsible for ensuring orders arrive accurately, on time, and in optimal condition., 3) Hong Kong Business Association of North Dallas | Investment Related:No|12900 Preston Rd #700, |Nonprofit Charitable Organizations|Executive Director|2022-08-25|Less than 20|0|Operational and Supportive in nature. Assist by learning and understand the mission of the larger organization supporting the president with organizational goals, and helping with basic coordination when needed. Connect with local business, and support the association presence in the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-17 |
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