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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fort Worth | TX | 12/2017 | Present |
| Uber | San Francisco | CA | 12/2016 | 04/2019 |
| Wells Fargo | Allen | TX | 03/2013 | 01/2017 |
| Friend Aid Network | Plano | TX | 10/2016 | 09/2018 |
| Schwab Wealth Advisory Inc | Westlake | TX | 11/2020 | Present |
| Lyft | San Francisco | CA | 12/2016 | 04/2019 |
1) Capital RentALL, LLC | Investment Related:No|Rental Services (Other than Real Estate)|Owner|10/22/2025|Less than 20|0|Home & Garden, Residential and Commercial Equipment Rental Sales, 2) Chasecations, LLC | Investment Related:No|Travel/Transportation/Tourism|Travel Sightseeing Tourism|5/4/2024|Less than 20|0|Owner, 3) Sabertron Toys, LLC | Investment Related:No|Retail|Owner|12/1/2021|Less than 20|0|E-commerce selling collectibles online. 4) Education, LLC|Investment Related:No|Education|Owner|2026-01-03|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-06 |
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