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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
Branch Locations
Double Oak, TX • United States
3200 Olympus Blvd Ste 100 , Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 10/2010 | 10/2019 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2026 | Present |
| Td Ameritrade | San Diego | CA | 10/2019 | 01/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2020 | 01/2024 |
| Lpl Enterprise, Llc | Fort Mill | SC | 03/2024 | 01/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2025 | 06/2026 |
| Charles Schwab Bank | Westlake | TX | 01/2025 | 06/2026 |
| Charles Schwab Trust Bank | Westlake | TX | 01/2025 | 06/2026 |
| Charles Schwab Premier Bank | Westlake | TX | 01/2025 | 06/2026 |
| Cetera Advisors Llc | Greenwood Village | CO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-22 |
| S65 | Uniform Investment Adviser Law Examination | 2002-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-31 |
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