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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doorby Property Management | Chattanooga | TN | 10/2022 | 03/2023 |
| Keller Williams Austin/ The Clr Sales Group | Austin | TX | 10/2021 | 07/2022 |
| Espn/Vfl Films | Knoxville | TN | 03/2018 | 06/2021 |
| Chuy's Restaurant | Knoxville | TN | 08/2017 | 09/2017 |
| Full Time Education | Knoxville | TN | 08/2016 | 08/2017 |
| Unemployed | Knoxville | TN | 09/2017 | 03/2018 |
| Unemployed | Knoxville | TN | 06/2021 | 10/2021 |
| Unemployed | Cleveland | TN | 03/2023 | 04/2024 |
| Unemployed | Cleveland | TN | 07/2022 | 10/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2024 | Present |
1) Chase Family Investments LLC|Investment Related: No|107 Brooke Lane NE, Cleveland, TN, 37311, USA|Real Estate (Non-Agent/Broker)|Registered Agent|12/5/2022|Less than 20 hour/month - 0 during trading hours|I no longer have any major responsibilities. I am the registered agent and occasionally helping my family with operating systems.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-22 |
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