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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-02 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 04/2016 | 09/2017 |
| Bank Of America, N.A. | Chandler | AZ | 02/2021 | 03/2021 |
| Morgan Stanley | Austin | TX | 03/2021 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 12/2022 | 12/2023 |
| N/A | Austin | TX | 02/2022 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 09/2017 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 04/2019 | 02/2021 |
| N/A | Georgetown | TX | 12/2023 | 12/2025 |
| Charles Schwab & Co., Inc. | Austin | TX | 12/2025 | Present |
| Schwab Wealth Advisory, Inc. | Austin | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-19 |
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