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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 06/2016 | 09/2016 |
| Transamerica Financial Advisors, Inc | Temecula | CA | 05/2017 | 04/2018 |
| World Financial Group, Inc. | Temecula | CA | 10/2016 | 03/2018 |
| Td Ameritrade, Inc. | Westlake | TX | 03/2018 | 06/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-12 |
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