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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TN | 06/2023 | Present |
| Lubbock High School | Lubbock | TX | 06/2014 | 05/2018 |
| Dions | Lubbock | TX | 05/2016 | 12/2017 |
| Chick-Fil-A | Lubbock | TX | 01/2018 | 04/2018 |
| Doordash | Tempe | AZ | 05/2018 | Present |
| Mister Carwash | Lubbock | TX | 05/2018 | 03/2020 |
| Smoothie King | Lubbock | TX | 01/2021 | 05/2021 |
| Saltgrass Steakhouse | Plano | TX | 05/2020 | 06/2023 |
| Sam's Club | Lubbock | TX | 06/2018 | 06/2019 |
| Charles Schwab Bank | Westlake | TX | 09/2025 | Present |
1) Doordash | Investment Related:No|Restaurant/Food Services|Delivery driver / dasher|8/1/2018|Less than 20|0|I pick up orders from restaurant and deliver to customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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