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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Boerne | TX | 03/2007 | 12/2017 |
| International Assets Advisory, Llc | Farmers Branch | TX | 02/2018 | 01/2021 |
| Megatel Capital Investment | Dallas | TX | 01/2018 | 12/2020 |
| Charles Schwab & Co., Inc | Westlake | TX | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-28 |
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