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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-23 |
Branch Locations
201 North Highway 183, Leander, TX 78641 • United States
401 Highway 281, Marble Falls, TX 78654 • United States
20610 Fm 1431, Lago Vista, TX 78645 • United States
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 |
|---|---|---|---|---|
| 49 Financial | Austin | TX | 03/2019 | 10/2019 |
| Wells Fargo | Austin | TX | 07/2016 | 11/2017 |
| University Of North Texas | Denton | TX | 08/2012 | 08/2017 |
| Unemployed | Austin | TX | 01/2019 | 04/2019 |
| Wells Fargo Bank, Na | Austin | TX | 10/2019 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 10/2019 | 11/2021 |
| Wells Fargo | Austin | TX | 11/2017 | 01/2019 |
| Charles Schwab & Co., Inc. | Austin | TX | 11/2021 | 07/2025 |
| Charles Schwab Bank, Ssb | Austin | TX | 11/2021 | 07/2025 |
| Pnc Investments Llc | Leander | TX | 09/2025 | Present |
| Unemployed | Georgetown | TX | 07/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-04 |
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