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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-20 |
Branch Locations
280 E Basse Rd Suite 103, San Antonio, TX 78209 • United States
3000 Schwab Way, Westlake, TX 76262 • 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 |
|---|---|---|---|---|
| Bb&T | San Antonio | TX | 05/2015 | 09/2016 |
| Ejm Consulting | San Antonio | TX | 09/2016 | 12/2016 |
| Edward Jones | St.LOuis | MO | 12/2016 | 12/2022 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 12/2022 | Present |
1) Cesar Chavez Foundation | Investment Related:No|29700 Woodford-Tehachapi Rd.|Keene|California|93531|USA|Education|Board Member|1/26/2024|Less than 20|0|Three times per year we meet to discuss outreach and educational efforts for the foundation. There are no financial responsibilities. , 2) In Unity SA | Investment Related:No|Nonprofit Charitable Organizations|Chairmen Emeritus (Non-Voting) Advisory Board |8/5/2026|Less than 20|0|I am no longer chairing the former Cesar E. Chavez Legacy & Educational Foundation founded by my father, which is now dissolved and no longer active. 3 from the former org re-organized under a new 501c3 and has a new tax-id number. This is a 100% volunteer led organization that provides every Thanksgiving at the annual Jaime P. Martinez Thanksgiving in the Barrio and raised money for scholarships awarded to local high seniors in the inner city. I no longer attend meetings and I no longer have a vote on board decisions. My role is to advise the board until after next 990 filing with IRS for tax year 2027. I am not certain if this is considered OBA due to my role as advisory and non voting board member via the Advisory Board. Please advise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-11 |
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