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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Option Kingz Llc | Fort Worth | TX | 08/2020 | 12/2023 |
| Children's Health Starcenter Euless | Euless | TX | 08/2019 | 03/2020 |
| Unemployed | N/A | TX | 02/2013 | 07/2019 |
| Unemployed | N/A | TX | 04/2020 | 07/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2024 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-07 |
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