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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 05/2015 | 12/2016 |
| Bank Of America, N.A. | Fort Worth | TX | 07/2015 | 12/2016 |
| Jpmorgan Chase Bank Na | Fort Worth | TX | 12/2016 | 07/2021 |
| Jpmorgan Securities Llc | Fort Worth | TX | 12/2016 | 07/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2021 | Present |
1) Sakal Enterprise LLC | Investment Related:No|102 StoneCreek Dr|Coahoma|TX|79511|United States|Real Estate (Non-Agent/Broker)|Member |7/22/2022|Less than 20|0|Member and Owner and the LLC that holds a rental house
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 2014-04-08 |
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