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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2020-03-02 |
Branch Locations
141 S Roadrunner Pkwy Suite 141C, Las Cruces, NM 88011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Las Cruces | NM | 10/2018 | Present |
| Pat Campbell Insurance | Las Cruces | NM | 03/2009 | 10/2018 |
1) Friends of the New Mexico Farm & Ranch Heritage Museum | Investment Related:No|4100 Dripping Springs Rd|Las Cruces|NM|88011|USA|Nonprofit Charitable Organizations|Director-at-Large Board Member|1/21/2025|Less than 20|0|The Friends provide support to the New Mexico Farm & Ranch Heritage Museum. The board meets once a month. I would serve on various committees, volunteer at events and help facilitate the Friends' activities. I would not take on any financial services or investment related responsibilities for the board., 2) JME Ventures, LLC | Investment Related:No|Other|Single Member LLC - Member|6/30/2026|Less than 20|0.25|Entity established exclusively in connection with the rep’s independent broker relationship with the firm for liability, protection and tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-28 |
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