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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-14 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2021 | Present |
| The Dimension Group | Dallas | TX | 07/2019 | 02/2021 |
| Power Packaging | Grand Prairie | TX | 01/2018 | 07/2019 |
| Barley And Board | Denton | TX | 08/2017 | 11/2017 |
| Power Packaging | Grand Prairie | TX | 05/2017 | 07/2017 |
| Lsa Burger Co. | Denton | TX | 12/2014 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-10 |
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