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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 01/2006 | 01/2024 |
| 57 West Capital Advisors, Inc. | Austin | TX | 02/2024 | 08/2025 |
| Charles Schwab & Co., Inc. | Austin | TX | 08/2025 | Present |
1) 57 West Capital Advisors, Inc. | Investment Related:No|11615 Angus Rd suite 104-k, Austin, TX 78759|Austin|Texas|78759|USA|Financial Services|Formerly employed as Registered Investment Advisor|12/31/2025|Less than 20|0|While I no longer work at 57 West Capital Advisors, Inc, there is residual income from commissions that they would pay me on a monthly basis over a ~2 year period.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-11 |
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