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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2025-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 04/2016 | 02/2018 |
| Citigroup | San Antonio | TX | 02/2018 | 12/2024 |
| Charles Schwab & Co, Inc | Orlando | FL | 12/2024 | Present |
| Schwab Wealth Advisory, Inc | Orlando | FL | 12/2024 | Present |
1) Marco Escobar DBA CasaMuzik | Investment Related:No|Performing/Fine Arts|Owner|1/2/2017|Less than 20|0|Not investment related: Music/video production: Producer/Writer/Musician, I have copywritten music that is outsourced to independent recording artists, producers and record labels, No time is devoted to the business each month during securities trading hours. 1 hour or less is devoted to the business each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-28 |
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