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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Fort Worth | TX | 08/2017 | 01/2019 |
| Centaurus Financial Inc | San Jose | CA | 07/2016 | 08/2017 |
| Centaurus Financial Inc. | Anaheim | CA | 01/2019 | 05/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2020 | Present |
1) JASA Rodriguez Properties LLC | Investment Related: No | Burleson, TX | Real Estate/Property Management | Manager | Start Date: 2018-05-11 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 2) Forevertxsherpherds | Investment Related: No | Burleson, TX | Breeder | Start Date: 2021-02-05 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | I am breeding German shepherd dogs on my spare time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-19 |
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