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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Compass | Fort Worth | TX | 02/2016 | 06/2017 |
| Td Ameritrade | Fort Worth | TX | 06/2017 | 10/2022 |
| Charles Schwab & Co. | Westlake | TX | 10/2022 | Present |
| Td Ameritrade Inc. | Westlake | TX | 01/2024 | 06/2024 |
| Schwab Wealth Advisory, Inc | Westlake | TX | 09/2025 | Present |
1) Art in motion | Investment Related:No|7705 captain ln |fort worth|Texas|76179|USA|Sports/Physical Recreation|none|12/16/2017|Less than 20|0.000000|wifes business, 2) Brothers in FireArms, LLC | Investment Related:No|7705 captain ln |fort worth|Texas|76179|USA|Retail|Owner|9/24/2018|Less than 20|0.000000|Will be overseeing the sales and distribution of inventory to clients., 3) LL & Rockin' AH Ranch Trust | Investment Related:No|14751 Sam Reynolds Rd|Justin |TX|76247|United States|Agriculture/Forestry/Fishing|Owner|11/2/2024|Less than 20|0|I will be responsible for all accounting, lending, and financial needs of the Trust. I am also responsibly for the management of any employees, animals and land.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-18 |
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