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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Dallas | TX | 12/2012 | 10/2019 |
| 1St Global Advisors Inc | Dallas | TX | 12/2012 | 10/2019 |
| Avantax Advisory Services | Dallas | TX | 10/2019 | 04/2021 |
| Avantax Investment Services, Inc. | Dallas | TX | 10/2019 | 04/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-19 |
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