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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-29 |
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 | 11/2020 | 06/2024 |
| Al Sicard Agency | North Richland Hills | TX | 09/2020 | 11/2020 |
| Doordash | Carrollton | TX | 06/2020 | 11/2020 |
| Liberty Mutual Insurance | Plano | TX | 06/2018 | 08/2020 |
| First Convenience Bank | Lewisville | TX | 12/2015 | 06/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 11/2021 | Present |
Name: DoorDash / Food Delivery, Role: Dasher, Type: Other, Start Date: 06/01/2020, Investment Related?: No, Address: South Tower, 303 2nd st suite 800, San Francisco, CA 94107, Number of Hours/Mo: 12, Duties: drive to restaurants to pick up food for customers, then deliver the food to the customer. Name: Amazon Flex - Delivery, Role: Delivery Driver, Type: Other, Start Date: 10/18/2021, Investment Related?: No, Address: 1652 w frankford rd apt 250, carrollton, TX 75007, Number of Hours/Mo: 25, Duties: Deliver Amazon packages to designated customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-13 |
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