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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 04/2021 | 05/2022 |
| North Texas Orthopedics And Spine Center | Grapevine | TX | 07/2019 | 04/2021 |
| Professional Medical Services | Fort Worth | TX | 05/2016 | 07/2019 |
| Better Now | Fort Worth | TX | 09/2015 | Present |
| Charles Schwab & Co., Inc. | Forth Worth | TX | 04/2022 | Present |
(1) Better Now | not investment related | Fort Worth, Texas | start date 09/01/2015 | co-owner/manager/bassist | help run the business and write music | between 20-40 hours per month | none during securities trading hours; (2) Not Half Bad Music | not investment related | Fort Worth, Texas | start date 10/01/2022 | bassist/former member | no current responsibility within the business. I am paid royalties on a quarterly basis | less than 20 hours per month | none during securities trading hours. (2) UT Southwestern Medical Center|Investment Related:No|5303 Harry Hines Blvd;Dallas;TX;75390;United States|Healthcare Services|Medical Study Subject|2023-10-24|Hours Per Month:Less than 20|Hours Spent during Security Trading:0|Test subject as part of a medical study from 2023-2024. Not financial services or investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-27 |
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