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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
1435 Loop 1604 West Suite 101, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baylor University | Waco | TX | 08/2017 | 05/2020 |
| Full Time Education | Waco | TX | 08/2016 | 05/2020 |
| Yale University Conferences & Events | New Haven | CT | 05/2019 | 08/2019 |
| Yale University Conferences & Event | New Haven | CT | 05/2022 | 08/2022 |
| Cameron University | Lawton | OK | 06/2020 | 05/2021 |
| Southern Methodist University | Dallas | TX | 07/2021 | 05/2023 |
| Full Time Education | Dallas | TX | 07/2021 | 05/2023 |
| Trinity University | San Antonio | TX | 07/2023 | 04/2026 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-21 |
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