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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Services | Fort Worth | TX | 11/2015 | 09/2018 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 09/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2018 | Present |
1) Young Living | Investment Related:No|3125 Executive Parkway|Lehi|UT|84043|USA|Other|Young Living Distributor|11/5/2013|Less than 20|0|Mostly use wholesaler discount as a member to get products as a discount, occasionally host classes & sign up other members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-22 |
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