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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-09 |
Branch Locations
835 Main Street Building 200, Buda, TX 78610 • United States
16220 N Scottsdale Road, Suite 440, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2013 | 04/2018 |
| Charles Schwab Bank | Phoenix | AZ | 06/2015 | 12/2016 |
| Stableford Capital Llc | Scottsdale | AZ | 05/2018 | 03/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2018 | 07/2025 |
| Realta Equities, Inc. | Wilmington | DE | 07/2025 | Present |
| Transce3Nd Llc | Scottsdale | AZ | 03/2026 | Present |
Realta Equities, Inc./investment related/Scottsdale, AZ/registered representative/July 2025/less than 30 hours per month and during trading hours. Insurance license/investment-related/Scottsdale, AZ/occasional insurance sales/August 2013/approximately 5 hours per month and during trading hours. Breakline Wealth + Tax, investment-related, DBA, start: 4/2026, 16220 N. Scottsdale Road Ste 440, Scottsdale, AZ 85254; Wealth management and Tax Planning; President and Director of Financial Planning; Compensation in the form of salary; 160 hours per month during normal trading hours. Transce3nd; 3rd Party RIA; start: 4/2026; 16220 N. Scottsdale Road Ste 400, Scottsdale, AZ 85254; Investment Advisory Services; Compensation in the form of salary; 160 hours per month during normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-07-09 |
| S66 | Uniform Combined State Law Examination | 2005-09-09 |
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