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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
| FL | RA | APPROVED | 2026-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2018 | 05/2019 |
| Full-Time Education | Arlington | TX | 01/2017 | 01/2018 |
| Bowl And Barrel | Dallas | TX | 03/2016 | 01/2017 |
| Charles Schwab & Co., Inc. | Orlando | FL | 07/2020 | 05/2024 |
| Lare Fibc | Fort Worth | TX | 05/2019 | 03/2020 |
| Biggan For Congress | Bedford | TX | 01/2020 | 03/2020 |
| Unemployed | Dallas | TX | 03/2020 | 06/2020 |
| Lincoln Investment | Fort Washington | PA | 06/2024 | 06/2026 |
| Charles Schwab & Co., Inc | Orlando | FL | 06/2026 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-03-20 |
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