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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Na | TX | 10/2022 | 01/2023 |
| Autonation | Fort Worth | TX | 04/2022 | 10/2022 |
| Carmax | Spokane Valley | WA | 10/2021 | 03/2022 |
| Nationwide | Phoenix | AZ | 07/2021 | 09/2021 |
| Amazon Pharmacy | Manchester | NH | 08/2016 | 06/2021 |
| Skyventure Newhampshire | Nashua | NH | 08/2013 | 12/2016 |
| Onemain Financial | Irving | TX | 01/2023 | 12/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-17 |
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