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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | Dallas | TX | 05/2017 | 11/2018 |
| Compass Bank | Birmingham | AL | 05/2017 | 11/2018 |
| Nylife Securities Llc | Dallas | TX | 02/2015 | 04/2017 |
| New York Life Insurance Co | Dallas | TX | 02/2015 | 04/2017 |
| Apex Clearing Corporation | Dallas | TX | 12/2018 | 07/2021 |
| Avantax Investment Services, Inc. | Dallas | TX | 07/2021 | 08/2025 |
| Avantax Advisory Services | Dallas | TX | 09/2022 | 08/2025 |
| Cetera Investment Services, Llc. | Saint Cloud | MN | 08/2024 | 08/2025 |
| Cetera Financial Specialist, Llc. | Schaumburg | IL | 08/2024 | 08/2025 |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | 08/2025 |
| Cetera Wealth Services, Llc | El Sagundo | CA | 08/2024 | 08/2025 |
| Charles Schwab & Co., Inc | Westlake | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-06 |
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