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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-01 |
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 Services, Llc | Lewisville | TX | 08/2010 | 08/2018 |
| Unemployed | Highland Village | TX | 09/2018 | 12/2018 |
| Hd Vest Investment Services | Irving | TX | 01/2019 | 08/2019 |
| Hd Vest Advisory Services | Irving | TX | 03/2019 | 08/2019 |
| Hd Vest Insurance Agency, Llc | Irving | TX | 03/2019 | 08/2019 |
| Avantax Advisory Services | Lewisville | TX | 11/2019 | 12/2020 |
| Avantax Investment Services, Inc | Lewisville | TX | 11/2019 | 12/2020 |
| Avantax Insurance Agency, Llc | Lewisville | TX | 11/2019 | 12/2020 |
| Self Employed | Lewisville | TX | 12/2020 | 01/2022 |
| Td Ameritrade, Inc. | Westlake | TX | 01/2022 | 11/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-03 |
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