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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 11/2015 | 06/2019 |
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2019 | 12/2020 |
| Charles Schwab & Co., Inc. | Fort Worth | TX | 03/2021 | Present |
| Schwab Wealth Advisory Inc. | Fort Worth | TX | 02/2023 | Present |
1) M&A Villa Properties LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner |10/1/2024|Less than 20|0|I have 3 rental properties which are currently being rented out to tenants. , 2) Shopper (Instacart) | Investment Related:No|Other|delivery driver |5/16/2026|Less than 20|0|delivery service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-25 |
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