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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | Bellevue | NE | 06/2007 | 06/2024 |
| Charles Schwab And Co., Inc. | Westlake | TX | 06/2024 | Present |
1) B&A DYNAMIC HOLDINGS GROUP LLC|Investment Related:No|30 N Gould St. Ste R;Sheridan;WY;82801;United States|Holding company for one real estate LLC and for future LLC's - Primarily real estate investment related|Owner|2026-03-11|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Managing the holding company 2) BCC Holdings LLC|Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|2026-03-16|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:0|I currently own rental property and am continuing to seek out additional opportunities. Going forward I wish to use an LLC for future real estate transactions. I am in the process of creating my LLC and can provide documents once it is done.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-30 |
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