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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rgis | Carrollton | TX | 06/2016 | 12/2016 |
| Td Ameritrade | Fort Worth | TX | 12/2016 | 06/2018 |
| Jp Morgan Securities, Llc | Plano | TX | 07/2018 | 07/2021 |
| Robinhood Financial, Llc | Westlake | TX | 07/2021 | 04/2022 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 07/2022 | Present |
| Charles Schwab &Co, Inc | Westlake | TX | 07/2022 | Present |
1) rental property | Investment Related:No|Real Estate (Non-Agent/Broker)|owner|3/1/2024|Less than 20|1|I own rental property and maybe required to maintain the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-26 |
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