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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Therapy Partners Of North Texas | Trophy Club | TX | 06/2019 | 01/2021 |
| City Of Denton - Parks & Recre | Denton | TX | 04/2021 | 12/2021 |
| University Of North Texas - Re | Denton | TX | 08/2017 | 12/2017 |
| United States Navy | Great Lakes | IL | 12/2021 | 04/2023 |
| Unemployed | Denton | TX | 05/2023 | 11/2023 |
| Unemployed | Laredo | TX | 11/2021 | 12/2021 |
| Unemployed | Denton | TX | 01/2021 | 04/2021 |
| Denton State Supported Living Center | Denton | TX | 05/2019 | 06/2019 |
| Unt - Residence Hall Association | Denton | TX | 08/2018 | 05/2019 |
| Unemployed | Denton | TX | 12/2017 | 08/2018 |
| City Of Laredo - Aquatics | Laredo | TX | 06/2017 | 08/2017 |
| Unemployed | Laredo | TX | 12/2013 | 06/2017 |
| University Of North Texas - Rec Sports | Denton | TX | 08/2017 | 01/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-10 |
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