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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-06 |
Branch Locations
19205 Gulf Freeway, Webster, TX 77598 • United States
947 Gessner Road Suite A260, Houston, TX 77024-2501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Spring | TX | 04/2020 | 03/2021 |
| Fitts Agency | Tuscaloosa | AL | 03/2019 | 12/2019 |
| University Of St. Thomas | Houston | TX | 08/2015 | 12/2018 |
| N/A | Houston | TX | 01/2019 | 03/2019 |
| N/A | Houston | TX | 01/2020 | 03/2020 |
| Thrivent Investment Management Inc | Cedar Park | TX | 03/2021 | 07/2021 |
| Robinhood Financial, Llc | Westlake | TX | 09/2021 | 06/2022 |
| Charles Schwab & Co., Inc. | Webster | TX | 06/2022 | Present |
| Charles Schwab Bank, Ssb | Webster | TX | 06/2022 | Present |
| N/A | Houston | TX | 07/2021 | 09/2021 |
1) Rolling F Farms, Ltd. | Investment Related:No|1322 COUNTY ROAD 364 Shiner, TX 77984|Shiner|TX|77984|United States of America|Agriculture/Forestry/Fishing|Owner / Operator|1/1/2002|Less than 20|0|I assist my father with management and upkeep of the family farm, an agricultural business producing cattle and hay.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-02 |
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