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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Dallas | TX | 10/2018 | Present |
| Td Ameritrade | Southlake | TX | 06/2020 | 09/2023 |
| Kforce Staffing | Southlake | TX | 02/2020 | 05/2020 |
| Unemployed | Dallas | TX | 10/2019 | 01/2020 |
| Rockgate Financial Partners | Dallas | TX | 09/2018 | 09/2019 |
| Unemployed | Dallas | TX | 06/2018 | 08/2018 |
| Fastsigns | Houston | TX | 01/2017 | 05/2018 |
| Full-Time Education | Houston | TX | 07/2013 | 05/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-22 |
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