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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-10 |
Branch Locations
11601 Alterra Pkwy Suite 150, Austin, TX 78758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Roadhouse | Lynchburg | VA | 01/2019 | 03/2020 |
| Buffalo Wild Wings | Lynchburg | VA | 01/2018 | 07/2018 |
| The Carriage House | Galloway | VA | 05/2018 | 08/2018 |
| Bult Digital Marketing | Galloway | NJ | 06/2017 | 08/2019 |
| Unemployed | Lynchburg | VA | 03/2020 | 06/2020 |
| Equitable Advisors | New York | NY | 06/2020 | 03/2022 |
| Unemployed | Lynchburg | VA | 07/2016 | 06/2017 |
| Charles Schwab & Co., Inc. | Austin | TX | 04/2022 | Present |
| Charles Schwab Bank, Ssb | Austin | TX | 04/2022 | Present |
1) CuratePro | Investment Related:No|Computer Software| CEO|12/15/2025|Less than 20|0|I am looking to create a business that uses AI tools to search articles relevant to an individual or companies and post scheduled AI summaries of the articles to their linkedin.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-30 |
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