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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-06 |
Branch Locations
3110 Interstate Highway 30 Suite 104, Greenville, TX 75402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | Greenville | TX | 02/2013 | 09/2016 |
| Active Wealth Management | Greenville | TX | 06/2007 | 09/2016 |
| 1St Global Advisors Inc | Greenville | TX | 02/2013 | 09/2016 |
| Charles Schwab & Co., Inc. | Greenville | TX | 09/2016 | Present |
1) Killgore & Associates, Inc. | Investment Related:No|Financial Services|Owner / President|9/16/2022|Less than 20|0.5|This is simply the ownership of K&A, the position Leslie turned over once she sold the Schwab Franchise to me. The only business K&A conducts is with Schwab. We have an accountant who handles payroll/payables/etc. and thus I do not spend more than 10% of my time working on K&A activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-30 |
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