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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Fort Worth | TX | 01/2019 | 12/2019 |
| Flowco Production | Cleburne | TX | 08/2017 | 01/2019 |
| Blackburn Group | Fort Worth | TX | 07/2015 | 01/2019 |
| Raymond James Financial Services, Inc | Fort Worth | TX | 01/2020 | Present |
| Southside Bank | Fort Worth | TX | 01/2020 | 07/2020 |
| Southside Bank | Fort Worth | TX | 02/2020 | Present |
| Td Ameritrade | Southlake | TX | 07/2020 | 06/2024 |
| Charles Schwab And Co., Inc. | Southlake | TX | 06/2024 | Present |
1). Self-employed |Investment Related: No| Food/Beverage Production |Jams/Salsa Maker|2023-07-17|Hours Per Month: Less than 20|Hours Spent during Security Trading: 0|Make jams/salsa.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-24 |
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