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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-24 |
Branch Locations
3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States
6765 Winning Drive Suite 825, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liquorland | Argyle | TX | 05/2023 | 01/2024 |
| David Weekley Homes | Arlington | TX | 05/2019 | 08/2019 |
| J. Thayer | Portland | OR | 08/2022 | 03/2023 |
| Gnc | Lubbock | TX | 06/2022 | 08/2023 |
| Full Time Education | Argyle | TX | 08/2019 | 06/2022 |
| David Weekley Homes | Arlington | TX | 06/2021 | 08/2021 |
| Mosquito Joe | Argyle | TX | 05/2017 | 08/2017 |
| Full Time Education | Argyle | TX | 08/2017 | 05/2019 |
| Full Time Education | Argyle | TX | 01/2014 | 05/2017 |
| Charles Schwab & Co., Inc. | Plano | TX | 01/2024 | Present |
| Charles Schwab Bank | Plano | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-07 |
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