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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 03/2008 | 01/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 04/2021 | Present |
1) Studio LaSalle Suites | Investment Related:No|204 W Oak St|Denton|Texas|76201|USA|Other|bookkeeping|12/17/2025|Less than 20|0|I will be assisting my wife in paying bills and sending invoices once a week. , 2) Studio LaSalle Suites Decatur LLC | Investment Related:No|Other|Member|8/14/2026|Less than 20|0|overseeing the business financials, not investment related, not during business hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-18 |
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