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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest | Irving | TX | 12/2006 | 12/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2020 | Present |
| Executor Of Estate/Part-Time Student/ Homemaker | Irving | TX | 12/2014 | Present |
1) Purdy Solutions | Investment Related:No|400 Canyon Lane|Irving|TX|75063|USA|Other|Sole Proprietor|10/29/2009|Varies|0|Consulting Marketing & Tax (Accounting/Quickbooks, Itemizing (Do not prepare tax returns for others)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-27 |
| S66 | Uniform Combined State Law Examination | 2006-08-01 |
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