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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Fitness | Colleyville | TX | 01/2024 | Present |
| Bert's Handyman Service | Keller | TX | 08/2021 | 12/2024 |
| The Home Depot | Southlake | TX | 01/2019 | 01/2022 |
| Service Response Team | Watuaga | TX | 01/2017 | 01/2019 |
| Full Time Education | Keller | TX | 03/2015 | 12/2017 |
| Linch Financial, Llc | Southlake | TX | 03/2025 | 10/2025 |
| Ameriprise Financial Services, Llc | Lewisville | TX | 10/2025 | 01/2026 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2026 | Present |
1) Life Time Fitness | Investment Related:No|1221 Church St|Sports/Physical Recreation|Pickleball Attendant|2024-01-22|Less than 20|0|Make sure people are signed up to play, host/run pickleball tournaments and leagues, train people to get better at sport, and make sure inside and outside courts and in "playable" condition.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-15 |
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