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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-31 |
| DC | RA | APPROVED | 2025-01-27 |
| AZ | RA | APPROVED | 2024-10-16 |
| LA | RA | APPROVED | 2024-10-10 |
| WV | RA | APPROVED | 2024-10-08 |
| ND | RA | APPROVED | 2024-10-07 |
| FL | RA | APPROVED | 2024-10-03 |
| GA | RA | APPROVED | 2024-10-03 |
| NV | RA | APPROVED | 2024-10-03 |
| NM | RA | APPROVED | 2024-10-03 |
| UT | RA | APPROVED | 2024-10-03 |
| AL | RA | APPROVED | 2024-10-02 |
| AK | RA | APPROVED | 2024-10-02 |
| AR | RA | APPROVED | 2024-10-02 |
| CA | RA | APPROVED | 2024-10-02 |
| CO | RA | APPROVED | 2024-10-02 |
| CT | RA | APPROVED | 2024-10-02 |
| DE | RA | APPROVED | 2024-10-02 |
| HI | RA | APPROVED | 2024-10-02 |
| ID | RA | APPROVED | 2024-10-02 |
| IL | RA | APPROVED | 2024-10-02 |
| IN | RA | APPROVED | 2024-10-02 |
| IA | RA | APPROVED | 2024-10-02 |
| KS | RA | APPROVED | 2024-10-02 |
| KY | RA | APPROVED | 2024-10-02 |
| ME | RA | APPROVED | 2024-10-02 |
| MD | RA | APPROVED | 2024-10-02 |
| MI | RA | APPROVED | 2024-10-02 |
| MN | RA | APPROVED | 2024-10-02 |
| MS | RA | APPROVED | 2024-10-02 |
| MO | RA | APPROVED | 2024-10-02 |
| MT | RA | APPROVED | 2024-10-02 |
| NE | RA | APPROVED | 2024-10-02 |
| NH | RA | APPROVED | 2024-10-02 |
| NJ | RA | APPROVED | 2024-10-02 |
| NY | RA | APPROVED | 2024-10-02 |
| NC | RA | APPROVED | 2024-10-02 |
| OH | RA | APPROVED | 2024-10-02 |
| OK | RA | APPROVED | 2024-10-02 |
| OR | RA | APPROVED | 2024-10-02 |
| PA | RA | APPROVED | 2024-10-02 |
| RI | RA | APPROVED | 2024-10-02 |
| SC | RA | APPROVED | 2024-10-02 |
| SD | RA | APPROVED | 2024-10-02 |
| VT | RA | APPROVED | 2024-10-02 |
| VA | RA | APPROVED | 2024-10-02 |
| WA | RA | APPROVED | 2024-10-02 |
| WI | RA | APPROVED | 2024-10-02 |
| TX | RA | APPROVED | 2024-08-22 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-22 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2017 | 03/2020 |
| United Capital | Irving | TX | 03/2016 | 10/2017 |
| Charles Schwab Bank | Westlake | TX | 03/2020 | 06/2022 |
| Lpl | Dallas | TX | 08/2022 | 04/2024 |
| Advisor Resource Council | Dallas | TX | 06/2022 | 04/2024 |
| Unemployed | Coppell | TX | 05/2024 | 06/2024 |
| Hilltop Securities | Dallas | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-21 |
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