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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
| CO | RA | APPROVED | 2024-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amicus Financial Advisors | Lubbock | TX | 01/2023 | 12/2023 |
| Amicus Financial Advisors | Lubbock | TX | 02/2022 | 12/2022 |
| Chase Bank | Rockwall | TX | 02/2021 | 04/2021 |
| Texas Tech University | Lubbock | TX | 08/2016 | 12/2023 |
| Raising Canes' Chicken Fingers | Garland | TX | 09/2016 | 09/2021 |
| Chipotle | Lubbock | TX | 09/2022 | 11/2022 |
| Northwestern Mutual | Dallas | TX | 06/2021 | 08/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2024 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-17 |
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