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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-25 |
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 |
|---|---|---|---|---|
| Pruco Securities Llc | Irving | TX | 02/2019 | 09/2019 |
| Med Transco | Bedford | TX | 08/2017 | 09/2019 |
| Elite Investments | Colleyville | TX | 11/2017 | 10/2018 |
| Unemployed | Colleyville | TX | 09/2017 | 11/2017 |
| Judge Dale Tillery / 134Th Civil District Court | Dallas | TX | 05/2017 | 08/2017 |
| Full Time Student / Period Of Unemployment | Jackson | MS | 08/2016 | 08/2017 |
| The Prudential Insurance Company Of America | Irving | TX | 09/2019 | 09/2019 |
| Newbridge Securities Corporation | Boca Raton | FL | 10/2019 | 11/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2020 | 06/2021 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2020 | 06/2021 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2020 | 06/2021 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2020 | 01/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 06/2021 | Present |
| First Command Brokerage Services, Inc. | Westlake | TX | 01/2020 | 06/2021 |
1) Funkytown Vending | Investment Related:No|Food/Beverage Production|Vending machine owner|10/1/2023|Less than 20|0|Fill vending machine.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-19 |
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