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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-12 |
Branch Locations
6765 Winning Drive Suite 825, Frisco, TX 75034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Corporation | Temecula | CA | 11/2017 | 06/2021 |
| Primerica Financial Services | Riverside | CA | 01/2017 | 06/2020 |
| Horizon Solar Company | Temecula | CA | 08/2016 | 06/2017 |
| San Jacinto College | San Jacinto | CA | 01/2015 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Temecula | CA | 06/2021 | 10/2021 |
| Pfs Investments Inc | Riverside | CA | 01/2017 | 04/2020 |
| Msjc | San Jacinto | CA | 01/2015 | 12/2016 |
| Td Ameritrade | Frisco | TX | 12/2021 | 12/2022 |
| Charles Schwab & Co., Inc. | Frisco | TX | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Frisco | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-02 |
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