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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Fort Worth | TX | 03/2014 | 02/2018 |
| Td Ameritrade, Inc. | Dallas | TX | 02/2018 | 09/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 09/2019 |
| Unemployed | Arlington | TX | 09/2019 | 12/2019 |
| First Command Financial | Fort Worth | TX | 01/2020 | 07/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-19 |
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