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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-29 |
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 |
|---|---|---|---|---|
| Bank Of America | Dallas | TX | 02/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 02/2016 | 07/2020 |
| Bank Of America, N.A. | Southlake | TX | 01/2017 | 07/2020 |
| Nylife Securities Llc | Dallas | TX | 08/2020 | 11/2024 |
| Eagle Strategies Llc | Frisco | TX | 06/2021 | 11/2024 |
| Kaplan Wealth Strategies Llc | Frisco | TX | 10/2021 | 11/2024 |
| N/A | Southlake | TX | 11/2024 | 04/2025 |
| Charles Schwab & Co, Inc | Westlake | TX | 04/2025 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 04/2025 | Present |
1) 2800 Rainforest Desidarata | Investment Related:No|2800 Rainforest Ct|Real Estate (Non-Agent/Broker)|Owner|2023-07-21|Less than 20|0|It is a rental property and I just make sure everything is in proper condition, 2) Rainforest Desiderata, LLC | Investment Related:No|2800 Rainforest Ct |Real Estate (Non-Agent/Broker)|Member|2023-07-10|Less than 20|0|Rental property. No day to day duties, just make property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-31 |
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