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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-09 |
| KY | RA | APPROVED | 2025-05-07 |
Branch Locations
295 N. Hubbards Lane Suite 101, Louisville, KY 40207-8206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Co Of America | Shelton | CT | 12/2007 | 03/2017 |
| Concourse Financial Group Securities (Fka Proequities) | Clovis | CA | 05/2017 | 12/2021 |
| Protective Life | Clovis | CA | 05/2017 | 12/2021 |
| Mark Delton Coaching | Clovis | CA | 01/2007 | 03/2025 |
| Bank Of The West | Clovis | CA | 08/2022 | 07/2023 |
| Bancwest Investment Services, Inc. | Clovis | CA | 08/2022 | 07/2023 |
| Lpl Financial Llc | Fresno | CA | 07/2023 | 07/2023 |
| Pnc Investments Llc | Louisville | KY | 07/2023 | 04/2025 |
| Charles Schwab & Co, Inc | Louisville | KY | 04/2025 | Present |
| Charles Schwab Bank, Ssb | Louisville | KY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-03 |
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