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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Watuaga | TX | 10/2018 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Keller | TX | 09/2019 | 07/2021 |
| J.P. Morgan Securities Llc | Keller | TX | 12/2019 | 07/2021 |
| Ameriprise Financial | Watagua | TX | 09/2018 | 09/2019 |
| Fedex | Fort Worth | TX | 03/2017 | 08/2018 |
| Cvs Pharmacy | Fort Worth | TX | 03/2016 | 04/2017 |
| Tarrant County College | Fort Worth | TX | 05/2015 | 08/2017 |
| University Of North Texas | Denton | TX | 08/2017 | 05/2019 |
| Ibuumerang | Houston | TX | 10/2019 | 08/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 09/2021 | Present |
Turo | Not Investment Related | Saginaw, TX | Car Rental | Employee/Contractor | 07/06/2021 | Less than 20 hours per month, all outside market hours | I rent out luxury cars to clients. basically an Airbnb for cars. Pinnacle Reach Holdings LLC | Not Investment Related | Saginaw, TX | Rental Services | CEO | 09/01/2021 | Less than 20 hours per month all outside market hours | running my rental car business outside of turo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-09 |
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