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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
Branch Locations
5100 Belt Line Rd. Suite 852, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keller Independent School District | Keller | TX | 08/2008 | 07/2019 |
| Keller Independent School District | Keller | TX | 08/2020 | 07/2021 |
| Keller Independent School District | Keller | TX | 08/2019 | 07/2020 |
| I9 Sports | Fort Worth | TX | 03/2019 | 07/2022 |
| Nisley Sports Llc | Keller | TX | 07/2022 | 10/2025 |
| Charles Schwab & Co., Inc. | Dallas | TX | 10/2025 | Present |
| Eagle Mountain Saginaw Isd | Fort Worth | TX | 07/2021 | 08/2022 |
1) Prairie Clover Trl Rental Property | Investment Related:No|524 Prairie Clover Trl|Fort Worth|Texas|76131|USA|Real Estate (Non-Agent/Broker)|Landlord/Owner|7/15/2025|Less than 20|0|Landlord Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
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