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8226 Douglas Avenue Suite 650, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-27 |
Branch Locations
8226 Douglas Avenue Suite 650, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Houston | TX | 06/2016 | 02/2020 |
| Charles Schwab Bank | Houston | TX | 06/2016 | 02/2020 |
| Fifit Llc | Montgomery | TX | 02/2020 | 04/2026 |
| Bearfoot Companies Llc | Dallas | TX | 02/2020 | 02/2023 |
| Promus Asset Management, Llc | Dallas | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-16 |
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