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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 10/2017 | 11/2018 |
| Unemployed | New Caney | TX | 08/2017 | 09/2017 |
| Unitedhealth Group | Reno | NV | 04/2016 | 07/2017 |
| Charles Schwab & Co., Inc. | Fort Worth | TX | 12/2018 | 12/2019 |
| Jp Morgan Securities, Llc | Plano | TX | 03/2020 | 08/2021 |
| Jp Morgan Chase Bank, N.A. | Plano | TX | 03/2020 | 08/2021 |
| Cornerstone Staffing | Irving | TX | 01/2020 | 03/2020 |
| Charles Schwab & Co., Inc | Westlake | TX | 08/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 08/2021 | 08/2025 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 08/2025 | Present |
1) Uber | Investment Related:No|9808 Mission Gorge RD Suit B|Santee|CA|92071|USA|Travel/Transportation/Tourism|Delivery Driver|7/12/2021|Varies|0|Deliver Food from restaurants to customers and provide rides to customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-28 |
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