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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Bogota | 01/2014 | 12/2024 | |
| Wells Fargo | Mckinney | TX | 01/2019 | 07/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | 08/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2025 | Present |
| Schwab Wealth Advisory | Westlake | TX | 02/2025 | Present |
| Wild Salsa | Fairview | TX | 07/2019 | 01/2020 |
| Darden Concepts | Irving | TX | 09/2019 | 01/2020 |
| Ays Staffing | Irving | TX | 12/2019 | 12/2019 |
| American Income Life | Farmers Branch | TX | 01/2020 | 08/2020 |
| Greenkiss Staffing Solutions | Lynn | MA | 07/2020 | 08/2020 |
| Freeway Insurance | Mckinney | TX | 08/2020 | 03/2022 |
| Lombardi Cucina Italiana | Frisco | TX | 03/2022 | 08/2022 |
| Terra Gaucha Brazilian Stakehouse | Tampa | FL | 08/2022 | 05/2024 |
| Full-Time Education | Tampa | FL | 01/2023 | 12/2024 |
| Extended Travel | Irving | TX | 12/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-26 |
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