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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 09/2015 | 05/2022 |
| Girard Securities Inc | Boca Raton | FL | 09/2015 | 11/2017 |
| Cetera Advisor Networks Llc | San Diego | CA | 10/2017 | 09/2020 |
| Kestra Investment Services Llc | Austin | TX | 05/2022 | 07/2025 |
| Kestra Advisory Services Llc | Austin | TX | 05/2022 | 07/2025 |
| Charles Schwab & Co., Inc | Austin | TX | 07/2025 | Present |
| Schwab Wealth Advisory Inc. | Austin | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2013-02-23 |
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