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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 11/2020 | 09/2023 |
| Ryder Logistics | Fort Worth | TX | 06/2018 | 11/2020 |
| Rent A Frog Valet | Fort Worth | TX | 07/2015 | 10/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2023 | Present |
| Charles Schwab Bank | Westlake | TX | 02/2026 | Present |
1) Greg Balandran Notary Services | Investment Related:No|Other|Notary|8/21/2024|Less than 20|0|Notarization services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-09 |
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