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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Dallas | TX | 10/2015 | 01/2019 |
| 1St Global Advisors, Inc | Dallas | TX | 10/2015 | 01/2019 |
| Usaa Financial Advisors Inc | San Antonio | TX | 03/2019 | 05/2019 |
| Apple Inc. | Southlake | TX | 06/2015 | Present |
| Unemployed | Fort Worth | TX | 01/2019 | 03/2019 |
| Apex | Addison | TX | 03/2019 | 05/2019 |
| Usaa Investment Management Companyt | San Antonio | TX | 03/2019 | 05/2019 |
| Ameriprise Financial Services, Inc | Plano | TX | 05/2019 | 12/2019 |
| Ameriprise Financial Services, Inc | Plano | TX | 12/2019 | 03/2020 |
| Charles Schwab & Co., Inc | Westlake | TX | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2020 | Present |
Apple Inc.|Investment Related:No|260 Grand Ave;Southlake;TX;76092;USA|Retail|Specialist (Sales)|2016-06-25|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:0|Sales and support of customers Apple products and devices
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-11 |
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