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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisor Inc | San Antonio | TX | 07/2016 | 05/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 07/2016 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co | San Antonio | TX | 05/2020 | Present |
| Charles Schwab Bank Ssb | San Antonio | TX | 05/2020 | 08/2025 |
| Schwab Wealth Advisory Inc. | Westlake | TX | 08/2025 | Present |
1) Byrd Craft, LLC | Investment Related:No|Clothing/Textile Manufacturing|Passive Partner in LLC no activity other investing into company|5/12/2022|Less than 20|1|No activity parcipation other than contributing money. My wife will be the active partner. It will be a clothing and jewelery distributor., 2) Rental Property | Investment Related:No|3545 COPPER RIVER|BULVERDE|TEXAS|78163|United States|Real Estate (Non-Agent/Broker)|Owner of Rental Property|8/1/2026|Less than 20|0|Rental of home in Bulverde, TX
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-05 |
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