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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-24 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Buy Co Inc. | Grapevine | TX | 10/2014 | 09/2017 |
| Td Ameritrade, Inc | Southlake | TX | 09/2017 | 03/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2021 | 06/2026 |
| Charles Schwab Bank, Ssb | Westlake | TX | 11/2023 | 06/2026 |
| Fisher Investments | Plano | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-03 |
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