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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Venterra | Houston | TX | 10/2024 | 10/2025 |
| Rastegar Capital | West Lake Hills | TX | 10/2025 | 02/2026 |
| Lyon Realty Capital Partners | College Station | TX | 10/2025 | 04/2026 |
| Schwab Wealth Advisory, Inc | College Station | TX | 04/2026 | Present |
| Charles Schwab & Co, Inc | College Station | TX | 04/2026 | Present |
| Scottrade | Chandler | AZ | 04/2016 | 03/2018 |
| Emerson Equity Llc | San Mateo | CA | 07/2018 | 04/2020 |
| Virtua Capital Management, Llc | Scottsdale | AZ | 05/2018 | 04/2020 |
| Caliber Co. | Scottsdale | AZ | 05/2020 | 10/2024 |
| Patrick Capital Markets, Llc | St. Louis | MO | 05/2020 | 12/2020 |
| Tobin & Company Securities Llc | Charlotte | NC | 01/2021 | 10/2024 |
1) OFL Group | Investment Related:No|419 N. Main Street Suite 120|Real Estate (Non-Agent/Broker)|Minority Partner|2024-11-01|Less than 20|0|I have no active role in the organization. I own 19% of the General Partnership which is a real estate development in Bryan, TX. , 2) Lyon Realty Capital Partners, LLC | Investment Related:No||Real Estate (Non-Agent/Broker)|Founder/Managing Partner|2025-10-01|Less than 20|0|The sole purpose of this LLC is it is the entity which holds my previously disclosed 19% ownership stake in the GP of OFL Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-03 |
| S66 | Uniform Combined State Law Examination | 2006-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-01 |
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