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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-10 |
Branch Locations
7293 N Scottsdale Rd Suite 107, Scottsdale, AZ 85253 • United States
3110 Interstate Highway 30 Suite 104, Greenville, TX 75402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Greenville | TX | 08/1992 | 09/2016 |
| 1St Global Advisors, Inc | Greenville | TX | 06/1994 | 09/2016 |
| 1St Global Insurance Services | Greenville | TX | 12/2004 | 09/2016 |
| Active Wealth Management | Greenville | TX | 06/1997 | 09/2016 |
| Charles Schwab & Co., Inc. | Greenville | TX | 09/2016 | Present |
| Killgore & Associates, Inc. | Greenville | TX | 03/1996 | Present |
Hunt Memorial Hospital District|Investment Related:No|4215 Joe Ramsey Blvd. East;Greenville;Texas;75402;U.S.|Healthcare Services|Board Member|2021-11-23|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Meet monthly - 4th Tuesday evening of the month to review hospital financial statements and activity - serve on special committee that meets once per month (each board member serves on one outside committee). Work with the Board to represent tax payers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-22 |
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