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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2017 | 03/2020 |
| Unemployed | Austin | TX | 05/2017 | 11/2017 |
| Central Texas Orthopedic Products | Austin | TX | 10/2016 | 05/2017 |
| Austin College | Sherman | TX | 11/2015 | 05/2017 |
| Ben Archer Insurance Agency | Austin | TX | 01/2021 | 08/2022 |
| State Farm Vp Management Corp | Austin | TX | 05/2021 | 08/2022 |
| Unemployed | Austin | TX | 04/2020 | 12/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2022 | Present |
| Schwab Wealth Advisory, Inc | Westlake | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-31 |
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