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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Plano | TX | 10/2012 | 04/2025 |
| Ny Life Securities Llc | Plano | TX | 11/2012 | 04/2025 |
| Eagle Strategies Llc | Plano | TX | 12/2012 | 04/2025 |
| Ameriprise Financial Services, Llc | Richardson | TX | 04/2025 | 12/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-08 |
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