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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-30 |
Branch Locations
3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essex Management | Carrollton | TX | 10/2023 | 12/2023 |
| Cincap Investment Group | Cincinnati | OH | 02/2024 | 09/2025 |
| Full Time Education | Lubbock | TX | 08/2019 | 08/2023 |
| Galaxy Pawn | Lubbock | TX | 12/2020 | 05/2022 |
| Chick Fil A | Carrollton | TX | 06/2020 | 08/2020 |
| Full Time Education | Carrollton | TX | 08/2014 | 12/2018 |
| 4Front Engineering Solutions | Carrolton | TX | 01/2019 | 04/2019 |
| Jump Street | Plano | TX | 06/2017 | 08/2017 |
| Unemployed | Carrollton | TX | 05/2022 | 10/2024 |
| Unemployed | Carrollton | TX | 08/2020 | 12/2020 |
| Unemployed | Carrollton | TX | 08/2017 | 01/2019 |
| Charles Schwab & Co., Inc. | Plano | TX | 11/2025 | Present |
| Unemployed | Carrollton | TX | 01/2015 | 06/2017 |
| Unemployed | Carrollton | TX | 04/2019 | 06/2020 |
| Unemployed | Carrollton | TX | 12/2023 | 02/2024 |
| Charles Schwab Bank, Ssb | Plano | TX | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-12 |
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