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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westwood Wealth Management | Dallas | TX | 11/2019 | 04/2023 |
| Cybermaxx (Lbmc Information Security) | Nashville | TN | 06/2019 | 11/2019 |
| Veneto Holdings Corp (Generex Biotechnology) | Dallas | TX | 01/2016 | 02/2019 |
| Unemployed | Dallas | TX | 03/2019 | 05/2019 |
| Foreside Fund Services, Llc | Dallas | TX | 01/2022 | 04/2023 |
| Beacon Pointe Advisors, Llc | Plano | TX | 05/2023 | 10/2023 |
| Momentum Independent Network, Inc. | Dallas | TX | 11/2023 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 09/2024 | 07/2026 |
| J.P. Morgan Securities, Llc | Dallas | TX | 09/2024 | 07/2026 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2026 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-07 |
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