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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-29 |
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 04/2021 | 09/2023 |
| Homepro Technology | Carrolton | TX | 06/2020 | 11/2020 |
| Lucky Lou's | Denton | TX | 09/2019 | Present |
| Texas Roadhouse | Denton | TX | 10/2017 | 01/2020 |
| Ashton Gardens | Corinth | TX | 04/2017 | 10/2017 |
| Texas Roadhouse | Denton | TX | 11/2015 | 04/2017 |
| University Of North Texas | Denton | TX | 08/2015 | 12/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2023 | Present |
| Charles Schwab Bank | Westlake | TX | 04/2025 | Present |
1) RISE Athletics | Investment Related:No|Nonprofit Charitable Organizations|Treasurer|2/16/2026|Less than 20|0|I manage the day-to-day financials of a non-profit sports academy focused in the the development of youth athletes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-19 |
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