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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2016 | 11/2018 |
| Frost Bank | San Antonio | TX | 11/2018 | 03/2020 |
| Frost Brokerage Services | San Antonio | TX | 01/2019 | 03/2020 |
| Pm Squared, Llc | Forth Worth | TX | 03/2020 | 01/2022 |
| Core Insurance Group | Fort Worth | TX | 03/2020 | 04/2021 |
| First Command Financial Services | Fort Worth | TX | 01/2022 | 05/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-24 |
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