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One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chick-Fil-A | Lubbock | TX | 01/2022 | 05/2022 |
| Sam's Club | Midland | TX | 09/2020 | 05/2021 |
| Wave Wealth Management | Frisco | TX | 06/2023 | 07/2023 |
| Green Tree Country Club | Midland | TX | 04/2018 | 03/2020 |
| Lesnick Company Wealth And Income Strategies | Boerne | TX | 06/2020 | 09/2020 |
| Heb | Lubbock | TX | 05/2022 | 06/2024 |
| Scroggins Advisory Strategies | San Antonio | TX | 03/2024 | 06/2024 |
| Unemployed | N/A | TX | 05/2014 | 04/2018 |
| Unemployed | N/A | TX | 03/2020 | 06/2020 |
| Lesnick Company Wealth And Income Strategies | Boerne | TX | 05/2021 | 08/2021 |
| Doordash | Fort Worth | TX | 08/2021 | 01/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | 07/2025 |
| Baker Avenue Asset Management | Southlake | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-18 |
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