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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 12/2022 | 04/2026 |
| Texas Capital Bank | Dallas | TX | 12/2022 | 04/2026 |
| New York Life | Addison | TX | 12/2020 | 12/2022 |
| Psact, Llc | Southlake | TX | 12/2014 | 12/2020 |
| Dietz Law Firm, Pllc | Southlake | TX | 09/2007 | 12/2020 |
| Charles Schwab & Co, Inc | Westlake | TX | 04/2026 | Present |
| Schwab Wealth Advisory, Inc | Westlake | TX | 04/2026 | Present |
| University Of Nort Texas | Denton | TX | 01/2019 | 08/2021 |
Farm and Ranch | Not investment related | Southlake, TX | Agriculture/ Forestry/ Fishing | Family | 1/1/2017 | Less than 20 hours per month, all outside of market hours | farm and ranch chores ECO Group, LLC | Investment Related | Southlake, TX | Holding Overriding Royalty Interests in mineral rights and receiving royalties from the production of the mineral rights. | President/owner | 3/1/2006 | no hours of work needed | Receiving royalty payments from the entities producing and selling the minerals, depositing the payments into the bank.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
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