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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-08 |
Branch Locations
San Antonio, TX • United States
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dna Data Testing | Dallas | TX | 07/2008 | 10/2016 |
| Ameriprise Financial Inc-Pete Sanchez & Associates | San Antonio | TX | 06/2016 | 09/2016 |
| Ameriprise Financial Inc-Leyden, Thomas & Associates | San Antonio | TX | 10/2016 | 12/2017 |
| Jpmorgan Securities Llc | San Antonio | TX | 01/2018 | 08/2019 |
| Walgreens | San Antonio | TX | 02/2017 | 04/2017 |
| Family Staffing Companies | San Antonio | TX | 04/2017 | 11/2017 |
| Jp Morgan Chase Bank, Na | San Antonio | TX | 01/2018 | 08/2019 |
| Usaa Financial Advisors Inc | San Antonio | TX | 08/2019 | 04/2020 |
| Usaa Investment Management Company | San Antonio | TX | 08/2019 | 04/2020 |
| Confidential Search Solutions | San Antonio | TX | 08/2019 | 04/2020 |
| Charles Schwab And Co., Inc. | San Antonio | TX | 05/2020 | Present |
| Charles Schwab Bank | San Antonio | TX | 05/2020 | Present |
1) Mary Kay | Investment Related:No|Retail|Sales Colsultant|11/25/2025|Less than 20|0|sales of make up
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-18 |
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