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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-25 |
| NM | RA | APPROVED | 2025-03-19 |
Branch Locations
2442 Louisiana Blvd Ne, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual | Madison | WI | 07/2015 | 06/2019 |
| Sonoita-Elgin Fire District | Sonoita | AZ | 02/2019 | 03/2025 |
| Us Department Of Labor - Ebsa | Pasadena | CA | 11/2021 | 03/2023 |
| Unemployed | Sonoita | AZ | 07/2019 | 10/2021 |
| First Command Brokerage Services, Inc | Akbuquerque | NM | 05/2023 | 03/2025 |
| First Command Advisory Services , Inc | Albuquerque | NM | 05/2023 | 03/2025 |
| First Command Insurance Services , Inc. | Albuquerque | NM | 05/2023 | 03/2025 |
| Charles Schwab & Co., Inc. | Albuquerque | NM | 03/2025 | Present |
| Charles Schwab Bank | Albuquerque | NM | 03/2025 | Present |
1) Sonoita-Elgin Fire District|Investment Related: No|3173 AZ-83 , Sonoita, AZ, 85637, USA|Fire District|Board Member|2/15/2021|Less than 20 hour/month - 1 during trading hours|Uncompensated Board member of the fire district
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-22 |
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