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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Fort Worth | TX | 05/2016 | 11/2019 |
| Nylife Securities Llc | Fort Worth | TX | 07/2016 | 11/2019 |
| Texas Air National Guard | Fort Worth | TX | 04/2014 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2020 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 04/2026 | Present |
(1) Start Date = 09-06-05| Texas Air National Guard| Aircraft Loadmaster| Fort Worth, TX| Hours/Month = Less than 20| Aircraft loadmaster / Start Date = 01-22-20| (2) Wings without Borders|Investment Related:No|5473 Blair Rd Suit 100 PMB 608594;Dallas;Texas;75231-4227;United States|Nonprofit Charitable Organizations|Finance Officer|2024-07-30|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Assist with budget, accounting, aircraft maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-23 |
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