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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 7 Brew Coffee | Clinton | MS | 02/2024 | 06/2024 |
| Full Time Education | Clinton | MS | 08/2023 | 05/2024 |
| Amy's Hallmark | Ridgeland | MS | 11/2022 | 01/2024 |
| Full Time Education | Clinton | MS | 01/2022 | 11/2022 |
| J's Hallmark | Highland Village | TX | 09/2020 | 01/2022 |
| Full Time Education | Denton | TX | 08/2018 | 09/2020 |
| Full Time Education | Madison | MS | 08/2017 | 08/2018 |
| Full Time Education | Madison | MS | 08/2014 | 08/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-26 |
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