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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-10 |
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 |
|---|---|---|---|---|
| Td Ameritrade, Inc | St. Louis | MO | 12/2021 | 12/2023 |
| Boxify Logistics | Edwardsville | IL | 10/2021 | 01/2022 |
| Two Men One Truck | Fenton | MO | 10/2021 | 10/2021 |
| Door Dash | Collinsville | IL | 09/2021 | 10/2021 |
| Aflac | Collinsville | IL | 08/2021 | 09/2021 |
| Fedex | East St Louis | IL | 07/2021 | 08/2021 |
| Heb | San Angelo | TX | 06/2016 | 07/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2022 | Present |
1. Personal | Investment Related: No | Ebay Amazon Re seller | Owner | 2023-01-01 | Hours Per Month: Varies | Hours Spent during Security Trading: 0 | Selling Items on EBA/Amazon. 2. BeardedFlipz LLC|Investment Related:No|Re sale of goods Clothing DVD's, Books, Games, Shoes Etc.|Owner|2023-06-26|Hours Per Month: Varies|Hours Spent during Security Trading:1|Listing and Buying Items for my online store. I manage all financials as of book keeping taxes. 3. BeardedJester|Investment Related:No|Creating content/ videos streaming|Owner|2013-03-17|Hours Per Month:Less than 20|Hours Spent during Security Trading:0|Upload videos to youtube. Stream on twitch 4. Uber/DoorDash |Investment Related:No|Travel/Transportation/Tourism|Taxi|2025-10-10|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Drive people from one place to another. Pick up food and drop it off
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-08 |
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