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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rb Global | Fort Worth | TX | 10/2023 | 06/2024 |
| Enterprise | Fort Worth | TX | 08/2020 | 08/2021 |
| North Texstar Cleaning Services | Roanoke | TX | 06/2022 | 10/2023 |
| Walmart | Azle | TX | 01/2019 | 05/2019 |
| Renaissance Hotel | Rutherford | NJ | 02/2012 | 08/2018 |
| Charles Schwab & Co., Inc. | Ridgland | MS | 03/2025 | 06/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2025 | Present |
| Courtyard Marriott | Lundhurst | NJ | 02/2015 | 10/2017 |
| Hyatt Place Secaucus/Meadowlands | Secaucus | NJ | 06/2018 | 08/2018 |
| Whataburger | Azle | TX | 08/2018 | 01/2019 |
| Hobby Lobby | Fort Worth | TX | 07/2020 | 08/2020 |
| Aerotek | Dallas | TX | 08/2021 | 06/2022 |
| Walmart | Roanoke | TX | 07/2025 | 09/2025 |
| Unemployed | Roanoke | TX | 01/2025 | 02/2025 |
| Charles Schwab & Co., Inc | Westlake | TX | 06/2024 | 06/2025 |
| Kenneth Copeland Ministries | Newark | TX | 08/2018 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-26 |
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