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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
2005 East 21St Street Suite 100, Tulsa, OK 74104 • United States
13710 N. Pennsylvania Ave Suite 2, Oklahoma City, OK 73134-6030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2017 | 03/2020 |
| Dtr Labs Llc | Highland | TX | 07/2016 | 01/2017 |
| Unemployed | Providence Village | TX | 01/2017 | 06/2017 |
| Fisher Investments | Plano | TX | 03/2020 | 08/2020 |
| Charles Schwab & Co., Inc. | Oklahoma City | OK | 06/2021 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 06/2021 | 08/2025 |
| Unemployed | Providence Village | TX | 08/2020 | 03/2021 |
| Wells Fargo | Irivng | TX | 03/2021 | 05/2021 |
| Charles Schwab Bank, Ssb | Oklahoma City | OK | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-29 |
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