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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
Branch Locations
5100 Belt Line Rd. Suite 852, Dallas, TX 75254 • United States
8401 N Central Expy Suite 110, Dallas, TX 75225-4403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scooters Coffee | Addison | TX | 07/2023 | 10/2023 |
| Mindlance | Richardson | TX | 09/2022 | 04/2023 |
| Full Time Education | Richardson | TX | 08/2020 | 05/2023 |
| Starbucks | Addison | TX | 04/2022 | 09/2022 |
| Full Time Education | Leander | TX | 08/2016 | 06/2020 |
| Powersport Superstore | Cedar Park | TX | 05/2020 | 08/2020 |
| Charles Schwab & Co., Inc | Dallas | TX | 10/2023 | Present |
| Charles Schwab Bank, Ssb | Dallas | TX | 11/2025 | Present |
1) Consumer Research | Investment Related:No|1600 corporate ct|irving|tx|75038|usa|Restaurant/Food Services|Taste tester|4/2/2022|Less than 20|0|Sample food/drink products and evaluate them, 2) Bambino Sitters | Investment Related:No|Other|Babysitter|4/2/2018|Less than 20|0|I babysit children.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-28 |
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