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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-08-14 |
Branch Locations
2775 S. Central Expwy Suite 140, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Mckinney | TX | 08/2012 | Present |
| Parker Operating Company, Llc | Allen | TX | 08/2012 | Present |
| Parker Management Consultants Llc | Allen | TX | 08/2012 | Present |
| Mutual Of Omaha | Allen | TX | 08/1996 | 12/2016 |
(1) PARKER OPERATING COMPANY, LLC, ALLEN, TEXAS, NOT INVESTMENT RELATED, 08/05/2012, MANAGING PARTNER, USED FOR INDEPENDENT BRANCH OFFICE RELATED TO ACCOUNTING PURPOSES, LESS THAN 20 HOURS/MONTH; (2) PARKER MANAGEMENT CONSULTANTS LLC, ALLEN, TEXAS, LIMITED LIABILITY COMPANY, 08/03/2012, DIRECTION AND GUIDANCE TO STAFF ON PROCESSES AND PROCEDURES, LESS THAN 20 HOURS PER MONTH;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-22 |
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