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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sam's Club | Omaha | NE | 05/2022 | 05/2023 |
| Camp Manitou | Oakland | ME | 06/2019 | 07/2019 |
| Unemployed | Frisco | TX | 06/2014 | 05/2019 |
| Unemployed | Frisco | TX | 08/2019 | 05/2021 |
| Unemployed | Marine On St Croix | MN | 06/2021 | 04/2022 |
| Charles Schwab & Co., Inc | Westlake | TX | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-22 |
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