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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Wichita Falls | TX | 08/2018 | 12/2021 |
| Red Lobster | Wichita Falls | TX | 01/2021 | 12/2021 |
| Bank Of America | Fort Worth | TX | 12/2021 | 07/2023 |
| Full Time Education | Fort Worth | TX | 05/2013 | 08/2018 |
| Farmers Insurance | Fort Worth | TX | 05/2019 | 08/2021 |
| Charles Schwab & Co Inc,. | Westlake | TX | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-12 |
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