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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ra Sushi Bar And Restaurant | Southlake | TX | 09/2015 | 12/2017 |
| Brio Italian Grille | Southlake | TX | 07/2018 | 11/2018 |
| Red Rock Canyon Grill | Southlake | TX | 02/2019 | 08/2019 |
| H.G. Supply Co | Trophy Club | TX | 09/2019 | 08/2020 |
| H.G. Supply Co | Trophy Club | TX | 11/2020 | 07/2022 |
| Fidelity Investments | Westlake | TX | 07/2022 | 09/2023 |
| Full Time Education | Hurst | TX | 12/2017 | 07/2018 |
| Full Time Education | Hurst | TX | 11/2018 | 02/2019 |
| Unemployed | Keller | TX | 08/2020 | 11/2020 |
| Domino's Pizza | Keller | TX | 06/2018 | 06/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-28 |
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