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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chick-Fil-A | Fort Worth | TX | 05/2017 | 01/2019 |
| Betsy Cole Farmers Insurance | Northlake | TX | 01/2019 | 03/2023 |
| Jim Bridges State Farm | Lantana | TX | 04/2023 | 01/2024 |
| Full Time Education | Justin | TX | 05/2016 | 05/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2024 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 04/2026 | Present |
1) Honey and Sculpture|Investment Related: No|Handmade Art|Artist / Content Creator|1/20/2023|Less than 20 hour/month - 0 during trading hours|Design and produce art pieces, produce social media content related to those pieces and package and ship sold pieces to buyers through Etsy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-07 |
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