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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Fort Worth | TX | 07/2023 | 01/2026 |
| Impact | Fort Worth | TX | 04/2023 | 08/2025 |
| Burleson Isd | Burleson | TX | 07/2022 | 07/2023 |
| Fort Worth Isd | Fort Worth | TX | 08/2010 | 07/2022 |
| Equitable | Fort Worth | TX | 02/2026 | 06/2026 |
| Charles Schwab & Co., Inc | Westlake | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-05 |
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