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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-20 |
Branch Locations
1599 Lake Robbins Drive Suite B-150, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Southlake | TX | 08/2016 | 11/2016 |
| Td Ameritrade | Southlake | TX | 06/2019 | 09/2023 |
| Easy Seasonings | Fort Worth | TX | 01/2019 | 06/2019 |
| Jdr Services | Fort Worth | TX | 05/2017 | Present |
| Unemployed | Fort Worth | TX | 11/2016 | 05/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2023 | Present |
| Charles Schwab Bank | The Woodlands | TX | 10/2024 | Present |
JDR Services |Investment Related:No|Construction - Residential/Commercial/Office|Owner|2023-12-15|Hours Per Month:Less than 20|Hours Spent during Security Trading:0|Handyman, fence installation and repair, home remodel items
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-30 |
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