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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 06/2025 | 04/2026 |
| Mobius Financial Advisors | Denton | TX | 05/2024 | 06/2025 |
| Icompetex | Lewisville | TX | 04/2023 | 05/2024 |
| Jcpenny | Denton | TX | 08/2022 | 05/2023 |
| Jambayla Shoppe | Pearland | TX | 01/2019 | 02/2021 |
| Unemployed | Fresno | TX | 01/2016 | 01/2019 |
| Unemployed | Fresno | TX | 03/2021 | 08/2022 |
| Smoothie King | Sugar Land | TX | 01/2020 | 08/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2026 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 04/2026 | Present |
1) Fort Worth Football Officials | Investment Related:No|P.O. Box 1685, Fort Worth, TX|Fort Worth|Texas|76101|United States|Sports/Physical Recreation|Referee|8/13/2026|Varies|0|I show up to officiate middle school and high school football games
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-17 |
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