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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 01/2019 | 06/2024 |
| Td Ameritrade | Southlake | TX | 05/2018 | 12/2019 |
| Scottrade (Aerotek Contractor) | St. Louis | MO | 12/2017 | 04/2018 |
| Pasta House Company | St. Peters | MO | 07/2011 | 04/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-09 |
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