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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-24 |
| TX | RA | APPROVED | 2021-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | Fort Worth | TX | 05/2015 | 09/2018 |
| Jp Morgan Securities, Llc | Dallas | TX | 06/2019 | 01/2021 |
| Jp Morgan Chase Bank, N.A. | Dallas | TX | 06/2019 | 01/2021 |
| Unemployed | Grapevine | TX | 10/2018 | 05/2019 |
| Td Ameritrade Investment Management, Llc | Fort Worth | TX | 05/2015 | 09/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-30 |
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