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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 10/2020 | 07/2022 |
| H&H Sparyfoam | Rockdale | TX | 05/2020 | 10/2020 |
| Farmhouse Cafe | Huntsville | TX | 05/2019 | 05/2020 |
| Unemployed | Huntsville | TX | 09/2018 | 04/2019 |
| Wildwood Shores | Huntsville | TX | 05/2018 | 08/2018 |
| Unemployed | Huntsville | TX | 09/2017 | 04/2018 |
| Wildwood Shores | Huntsville | TX | 05/2017 | 08/2017 |
| Unemployed | Milano | TX | 02/2014 | 04/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-29 |
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