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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2017 | 05/2018 |
| University Of Texas At Arlington - Mavexpress Office | Arlington | TX | 06/2014 | 12/2016 |
| University Of Texas At Arlington | Arlington | TX | 08/2012 | 12/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2018 | Present |
| Charles Schwab Bank | Westlake | TX | 05/2020 | 08/2025 |
1) DoorDash | Investment Related:No|116 New Montgomery St.|San Francisco|CA|94105|USA|Other|DoorDash Driver|2/4/2021|Less than 20|0|Food delivery driver. Completing drives outside of normal shift hours for Estate Specialist position at Schwab.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-24 |
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