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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Bryan | TX | 02/2017 | 03/2018 |
| Axa Advisors, Llc | New York | NY | 04/2018 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 08/2019 | 05/2024 |
| Bank Of America, N.A. | Charlotte | NC | 08/2019 | 05/2024 |
| J.P. Morgan Securities Llc | Austin | TX | 05/2024 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 05/2024 | 09/2024 |
| Equitable Financial Life Ins Co | Houston | TX | 04/2018 | 05/2019 |
| Equitable Advisors, Llc | Houston | TX | 04/2018 | 05/2019 |
| Travis Bryan Golf Course | Houston | TX | 08/2014 | 01/2017 |
| Unemployed | Houston | TX | 06/2019 | 07/2019 |
| Charles Schwab & Co., Inc | Austin | TX | 10/2025 | Present |
| Charles Schwab Bank | Austin | TX | 10/2025 | Present |
| Unemployed | Austin | TX | 10/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-06 |
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