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5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-30 |
Branch Locations
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc. | Addison | TX | 10/2011 | 05/2020 |
| Usaa Financial Planning Services | Addison | TX | 10/2011 | 05/2020 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 05/2020 |
| Charles Schwab And Co., Inc. | Westlake | TX | 05/2020 | 09/2023 |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2020 | 09/2023 |
| Independent Contractor For Uber & Lyft | Frisco | TX | 09/2023 | 01/2024 |
| Guidestone Financial Resources | Dallas | TX | 01/2024 | Present |
MG Transportation - Not investment related - personal address - Private airport transportation & Uber, Lyft contractor since 09/2023 -10 hours - all outside trading hours - driver
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-23 |
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