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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-06-05 |
| TX | RA | APPROVED | 2024-06-05 |
Branch Locations
13710 N. Pennsylvania Ave Suite 2, Oklahoma City, OK 73134-6030 • United States
2005 East 21St Street Suite 100, Tulsa, OK 74104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2020 | 07/2020 |
| Pioneer Natural Resources | Irving | TX | 05/2019 | 08/2019 |
| Lakeway Custom Homes | Argyle | TX | 05/2016 | 08/2018 |
| University Of Oklahoma | Norman | OK | 08/2016 | 05/2020 |
| Fidelity Investments | Westlake | TX | 09/2020 | 06/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2021 | 10/2023 |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2021 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 11/2023 | 05/2024 |
| Charles Schwab & Co., Inc. | Oklahoma City | OK | 06/2024 | Present |
| Charles Schwab Bank | Oklahoma City | OK | 06/2024 | Present |
1) Lakeway Builders LLC | Investment Related:No|1013 Fincher Trail|Argyle|TX|76226|USA|Construction - Residential/Commercial/Office|Partner|8/5/2020|Less than 20|0|Limited Partner (10% ownership) who oversees construction of family custom homes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-16 |
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