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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-08 |
| CA | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
2423 E Lincoln Dr, Phoenix, AZ 85016 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2019 | 04/2024 |
| Tfcu | El Paso | TX | 05/2017 | 02/2019 |
| First Convenience Bank | El Paso | TX | 05/2016 | 04/2017 |
| Dulcemania | El Paso | TX | 12/2013 | 10/2016 |
| Full Time Education | El Paso | TX | 06/2014 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Paso | TX | 04/2024 | 07/2025 |
| Bank Of America N.A. | El Paso | TX | 05/2024 | 07/2025 |
| Charles Schwab | Phoenix | AZ | 07/2025 | Present |
1) Sandy Messer | Investment Related:No|645 la entrada circle|santa teresa|nm|88063|usa|Real Estate (Non-Agent/Broker)|N/A|9/1/2025|Less than 20|0|Sandy Messer is a property management company for a property that I am renting out.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-04 |
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