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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 08/2014 | 04/2021 |
| Iii Forks Prime Steakhouse | Austin | TX | 09/2011 | 02/2017 |
| Charles Schwab Bank | Austin | TX | 08/2018 | 04/2021 |
| Unemployed | Austin | TX | 04/2021 | 10/2021 |
| Fidelity Investments | Salt Lake City | UT | 10/2021 | 08/2023 |
| Raymond James & Assocaites, Inc. | Georgetown | TX | 08/2023 | Present |
(1)Name of Business: Address: 4628 Pleasant Pl, Round Rock, TX, 78665, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/14/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental property where I am the sole owner. I act as property manager and plan to spend approx. 2-3 hours per month outside of working hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-21 |
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