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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bass Pro Shop | Fort Worth | TX | 09/2023 | 01/2024 |
| Unemployed | Fort Worth | TX | 01/2023 | 09/2023 |
| Full Time Education | Denton | TX | 06/2018 | 12/2022 |
| Unemployed | Fort Worth | TX | 09/2013 | 05/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2024 | Present |
| Charles Schwab Bank | Westlake | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-11 |
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