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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-26 |
Branch Locations
200 S. 108 Ave, Omaha, NE 68154 • United States
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 03/2014 | 06/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2022 | Present |
1) Z5 Investment Properties LLC | Investment Related:No|7519 N. 16th. Ln. |McAllen|TX|78504|USA|Real Estate (Non-Agent/Broker)|Managing Partner|6/6/2025|Less than 20|0|This is a family LLC that was established for a rental property we own, my role is limited to establishing the LLC, decision making and helping get structure in place to rent out to general public.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-15 |
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