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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-27 |
Branch Locations
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
1420 Rocky Ridge Drive #140 , Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial, Inc. | Roseville | CA | 05/2026 | Present |
| Jp Morgan Securities Llc | Waukesha | WI | 04/2016 | 08/2018 |
| Jp Morgan Chase Bank | Waukesha | WI | 04/2016 | 08/2018 |
| Charles Schwab & Co., Inc. | Roseville | CA | 08/2018 | 04/2019 |
| Capital Planning Advisors, Llc | Roseville | CA | 01/2025 | 05/2026 |
| Charles Schwab & Co., Inc. | Roseville | CA | 04/2019 | 10/2020 |
| Charles Schwab & Co., Inc. | Roseville | CA | 10/2020 | 10/2021 |
| Charles Schwab & Co., Inc. | Roseville | CA | 10/2021 | 12/2024 |
| Bedell Frazier Investment Counselling | Walnut Creek | CA | 02/2026 | 05/2026 |
Capital Planning Advisors; Investment-related; 1420 Rocky Ridge Drive, #140, Roseville, CA 95661; Investment Adviser; Investment Adviser Representative; 01/2025; 160; 160; Investment Adviser Representative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-05 |
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