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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walgreens | Keller | TX | 10/2017 | 01/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2018 | 04/2021 |
| Kroger | Keller | TX | 10/2017 | 01/2018 |
| Pangea Outsourcing | Cape Town | 02/2016 | 12/2016 | |
| Unemployed | Keller | TX | 12/2016 | 10/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2022 | Present |
| N/A | Fort Worth | TX | 04/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-21 |
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