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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Service, Llc | Frisco | TX | 01/2011 | 01/2018 |
| Tiaa | Frisco | TX | 01/2011 | 01/2018 |
| Bank Of America Private Bank | Dallas | TX | 01/2018 | 12/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2025 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 12/2025 | Present |
Sole Proprietor | Investment Related: No | Irving, TX | Type of OBA: Real Estate (Non-Agent/Broker) | Residential rental property | Start date: 2021-04-01 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | Rental of single-family home to one tenant.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2007-01-10 |
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