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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 02/2018 | 01/2020 |
| Bank Of America | Chandler | AZ | 01/2016 | 01/2020 |
| Chandler Gilbert Community College | Chandler | AZ | 01/2017 | 01/2018 |
| Bank Of America N.A. | Chandler | AZ | 02/2018 | 01/2020 |
| Allstate | Irving | TX | 03/2020 | 05/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2020 | Present |
| Charles Schwab Bank Ssb | Westlake | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-16 |
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