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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Provo | UT | 01/2016 | 12/2017 |
| Unemployed | Southlake | TX | 01/2018 | 02/2018 |
| Rosendin Electric | San Antonio | TX | 02/2018 | 09/2018 |
| Full-Time Education | Provo | UT | 09/2018 | 02/2020 |
| Lendingclub Bank | Lehi | UT | 02/2020 | 01/2023 |
| Haven Property Group Llc | South Jordon | UT | 12/2022 | 12/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-10 |
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