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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 01/2015 | 09/2017 |
| Raymond James & Associates | St. Petersburg | FL | 04/2020 | 08/2021 |
| Td Ameritrade | Southlake, Tx | TX | 10/2017 | 04/2019 |
| Td Ameritrade | Southlake | TX | 04/2019 | 04/2020 |
| Orion Advisor Technology | Omaha | NE | 08/2021 | 09/2024 |
| Orion Portfolio Solutions | Omaha | NE | 08/2021 | 09/2024 |
| Charles Schwab & Co., Inc | Westlake | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-05 |
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