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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Almost Friday Media | Fort Worth | TX | 10/2021 | 01/2023 |
| Golftec Events | Englewood | CO | 05/2021 | 01/2023 |
| Charles Schwab | Plano | TX | 06/2023 | 08/2023 |
| Full Time Education | Fort Worth | TX | 05/2014 | 05/2024 |
| Almost Friday Media | Fort Worth | TX | 10/2021 | 01/2023 |
| Golftec Events | Englewood | CO | 05/2021 | 01/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2024 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | 08/2024 |
| Charles Schwab Bank | Westlake | TX | 10/2025 | Present |
1) GolfTEC Events | Investment Related:No|Sports/Physical Recreation|GolfTEC Coach|12/1/2025|Less than 20|0|Help assist coaching and managing small events at GolfTEC Event activations on the PGA Tour, manage on site engagement activators and leverage golf instruction to fans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-16 |
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