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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-12 |
Branch Locations
4200 Westheimer Rd Suite 100, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Hope | Houston | TX | 07/2017 | 04/2018 |
| Skin Vitaminz Llc | Houston | TX | 04/2016 | 01/2020 |
| Lpl Financial | Houston | TX | 04/2018 | 12/2019 |
| Sovereign Wealth Advisors Llc | Houston | TX | 04/2018 | 12/2019 |
| Fidelity Brokerage Services Llc | The Woodlands | TX | 01/2020 | 10/2021 |
| Td Ameritrade | Houston | TX | 10/2021 | 12/2022 |
| Charles Schwab Bank Ssb | Houston | TX | 04/2024 | Present |
| Charles Schwab And Co., Inc. | Houston | TX | 12/2022 | Present |
1) Andrew Garden Rental | Investment Related:No|21518 Andrews Garden|San Antonio|TX|78249|USA|Real Estate (Non-Agent/Broker)|Owner|5/29/2025|Less than 20|0|I am the owner and hired a property manager to manage my rental. Periodically communicate with the property manager to ensure tenants are happy and my rental is in good order
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-25 |
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