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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Texas Financial Advisors | Dallas | TX | 04/2024 | 07/2024 |
| Muskogee High School | Muskogee | OK | 08/2016 | 05/2017 |
| Prairie Grove High School | Prairie Grove | AR | 08/2017 | 05/2020 |
| John Brown University | Siloam Springs | AR | 08/2020 | 05/2024 |
| Hibbett Sports | Siloam Springs | AR | 04/2024 | 06/2024 |
| Tokyo House Nwa | Fayetteville | AR | 05/2023 | 07/2023 |
| Unemployed | Farmington | AR | 05/2017 | 08/2017 |
| Kula Sports Performance | Greenwood Village | CO | 05/2022 | 08/2022 |
| Unemployed | Farmington | AR | 07/2023 | 04/2024 |
| United Specialty Advertising | Fort Worth | TX | 07/2024 | 12/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2025 | Present |
| Schwab Wealth Advisory | Westlake | TX | 02/2025 | Present |
1) Aniyah Rose Photography | Investment Related:No|Performing/Fine Arts|Photographer|6/16/2026|Less than 20|0|Plan & execute photoshoots, operate camera equipment, edit images, build a maintain a portfolio of images
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-09 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-11 |
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