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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
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 |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 08/2016 | 10/2016 |
| Bbva Securities Inc | Dallas | TX | 10/2018 | 02/2020 |
| Compass Bank | Dallas | TX | 09/2018 | 02/2020 |
| Bbva Compass Insurance Agency, Inc | Austin | TX | 09/2018 | 02/2020 |
| The Prudential Insurance Company Of America | Irving | TX | 06/2017 | 09/2018 |
| Pruco Securities, Llc | Irving | TX | 05/2017 | 09/2018 |
| Sci | Dallas | TX | 02/2017 | 04/2017 |
| Axa Advisors, Llc | Dallas | TX | 10/2016 | 02/2017 |
| Valic Financial Advisors, Inc. | Plano | TX | 02/2020 | 08/2021 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2021 | 04/2023 |
| University Of North Texas | Denton | TX | 05/2011 | 05/2020 |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2023 | 06/2026 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 06/2026 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2026 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-04 |
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