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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-03 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 07/2021 | 07/2023 |
| Office Of The Vp For Research, Texas A&M | College Station | TX | 08/2019 | 08/2020 |
| Lincoln Center, City Of College Station | College Station | TX | 06/2019 | 08/2019 |
| Applebee's | College Station | TX | 08/2018 | 10/2018 |
| City Of Bryan | Bryan | TX | 04/2017 | 08/2018 |
| Texas A&M University | College Station | TX | 08/2017 | 05/2021 |
| Student | Bryan | TX | 10/2011 | 07/2017 |
| Kestra Investment Services, Llc | Austin | TX | 07/2023 | Present |
Name: YOUNG WOMEN'S ALLIANCE POSITION: VP of Fundraising NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2025 ADDRESS: P.O. Box 684612, Austin TX 78701, United States DESCRIPTION: Facilitate the process of fundraising for annual scholarships and future women leaders fund
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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