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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icompetex | Lewisville | TX | 04/2023 | 06/2024 |
| Bosses Pizza | Keller | TX | 10/2018 | 06/2019 |
| H & M Hennes & Mauritz | Fort Worth | TX | 12/2021 | 11/2022 |
| Soleplier Corp. | Southlake | TX | 07/2020 | 08/2021 |
| Unemployed | Fort Worth | TX | 02/2015 | 09/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | 08/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2024 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 02/2025 | Present |
| Full Time Education | Denton | TX | 08/2021 | 12/2024 |
| Soleplier Corp. | Hurst | TX | 06/2019 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-26 |
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