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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 08/2015 | 01/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2020 |
| Unemployed | Dallas | TX | 02/2020 | 05/2020 |
| Amerisave Mortgage Corporation | Plano | TX | 06/2020 | 03/2021 |
| Unemployed | Farmers Branch | TX | 03/2021 | 07/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2021 | Present |
| Charles Schwab Bank | Westlake | TX | 11/2023 | Present |
BLACK AND BLANCH | NOT INVESTMENT-RELATED | FARMERS BRANCH, TX 75244 | RETAIL | OWNER | 12/31/2014 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | E-commerce store that is self-sufficient. My wife and I try to come up with catchy sayings, and print them on t-shirts/baby clothes. B&B Demo and Hauling|Investment Related:No|Construction - Residential/Commercial/Office|CFO/ CEO (on the website for better aesthetics)|2022-06-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I assist my brother who has been in the construction industry for 10 years by handling the bookkeeping/financials.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-09 |
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