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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 09/2004 | 03/2017 |
| Td Ameritrade | Southlake | TX | 12/2018 | 12/2022 |
| The Sports Hangar | Justin | TX | 08/2017 | 12/2018 |
| Not Employed | Argyle | TX | 03/2017 | 08/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2022 | Present |
| Charles Schwab Bank Ssb | Westlake | TX | 11/2023 | Present |
Name of Outside Business:The Sports Hangar; Investment Related:No; Address of Outside Business:Justin, TX; Nature of Outside Business:Other; Position:Operation; Start Date:1/1/2019; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Help with scheduling/marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-28 |
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