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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-10 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • 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 |
|---|---|---|---|---|
| Capital Institutional Services, Inc. | Dallas | TX | 05/2016 | 04/2017 |
| Illyrian Importers, Llc | Colleyville | TX | 04/2017 | Present |
| Farmers Insurrance | Southlake | TX | 01/2018 | 06/2018 |
| Farmers Financial Solutions | Southlake | TX | 02/2018 | 06/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2018 | Present |
| Td Ameritrade Inc. | Westlake | TX | 05/2021 | 06/2024 |
Illyrian Importers, LLC| Not Investment Related| Colleyville TX| Wholesal Trade/Import-Export| Co-Owner | Start 03/31/2017| Less than 20 hours/month - 0 during trading hours| Import of wines from Eastern Europe eProximityMarket | Not Investment related | Colleyville, TX | Marketing | Operations Director | 02/28/2019 | Less than 20 hours per month, all outside market hours | Handling of operations such as inventory management, physical and digital asset maintenance, and marketing efforts to acquire new business for the business line. Alleita Benelux, LLC|Investment Related:No|1108 Jo Carol St;Colleyville;TX;76034;USA|Real Estate (Non-Agent/Broker)|Co-Owner|2022-04-18|Hours Per Month: Less than 20|Hours Spent during Security Trading:0|co-owner, provide financing, purchase of real assets (undeveloped land)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-23 |
| S66 | Uniform Combined State Law Examination | 2013-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-14 |
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