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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Group, Llc | San Francisco | CA | 08/2015 | 11/2018 |
| Lpl Financial Llc | San Diego | CA | 10/2018 | 11/2019 |
| Liberty Wealth Management, Llc | Mckinney | TX | 05/2018 | 11/2018 |
| Leslie Global Wealth, Llc | Chicago | IL | 11/2018 | 09/2019 |
| Fisher Asset Management, Llc | Plano | TX | 04/2021 | 10/2021 |
| Self Employed | Mckinney | TX | 11/2019 | 04/2021 |
| The Vanguard Group, Inc. | Plano | TX | 10/2021 | 07/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2022 | Present |
1. OPTION TO CHANGE SHAREHOLDERS | Investment Related | McKinney, TX | Real Estate (Non-Agent/Broker) | Owner | 11/5/2018 | Less than 20 hours per month, all outside of market hours | OWNS RENTAL REAL ESTATE 2. Author| Investment Related: No|Book writing- book on communication |Author|Hours Per Month: Less than 20|Hours Spent during Security Trading :0|n/a. 3. This does not involve ownership in any entity |Investment Related: No| Book writing- book on communication|Author|2023-05-15|Hours Per Month: Less than 20|Hours Spent during Security Trading: 0|n/a
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-15 |
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