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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
Branch Locations
Cedar Park, TX • United States
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | Austin | TX | 04/2015 | 06/2019 |
| Transamerica Investors Securities Corporation | Austin | TX | 04/2015 | 06/2019 |
| Td Ameritrade | Round Rock | TX | 06/2019 | 01/2021 |
| Fidelity Investments | Austin | TX | 02/2021 | 08/2021 |
| Charles Schwab & Co., Inc. | Austin | TX | 08/2021 | 11/2023 |
| Charles Schwab Bank, Ssb | Austin | TX | 08/2021 | 11/2023 |
| Dimensional Fund Advisors | Austin | TX | 11/2023 | 10/2024 |
| Missionsquare Investment Services | Washington | DC | 03/2025 | Present |
| Missionsquare Retirement | Washington | DC | 03/2025 | Present |
| Unemployed | Austin | TX | 11/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-03 |
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