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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 09/2007 | 06/2024 |
| Charles Schwab And Co., Inc. | Fort Worth | TX | 06/2024 | Present |
1) University of North Texas (UNT) | Investment Related:No|1155 Union Circle|Denton|Texas|76203|United States Of America|Education|Consultant|7/15/2022|Less than 20|0|Attend sessions with UNT faculty that explain the creation of a new Analytics Project Management certificate and provide opinion on which component of project management the certificate should consider. UNT pays an honorarium to each participant of a discussion panel providing input during the stages of creating the certificate. I have been told that an honorarium of $500 is paid for each panel discussion.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-25 |
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