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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-17 |
| CO | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goetz Physical Culture Center | Glen Rose | TX | 09/2017 | 01/2020 |
| N/A | Glen Rose | TX | 09/2017 | 01/2020 |
| Unemployed | Platteville | CO | 08/2015 | 09/2017 |
| United States Army | Fort Knox | KY | 01/2020 | 05/2022 |
| Td Ameritrade | Southlake | TX | 05/2022 | 06/2024 |
| Charles Schwab And Co., Inc. | Omaha | NE | 01/2024 | Present |
| Charles Schwab Bank | Omaha | NE | 05/2025 | 04/2026 |
| Schwab Wealth Advisory Inc. | Lone Tree | CO | 04/2026 | Present |
1) Self|Investment Related: No|Strength and Conditioning|Strength and Conditioning Coach|5/17/2024|Less than 20 hour/month - 0 during trading hours|Zero financial services or investments. I will provide Strength and Conditioning services to active duty military and aspiring. I also specialize in sports performance and weight loss. 2) Self|Investment Related:No|Ft. Worth;Tx;76137;USA|Real Estate (Non-Agent/Broker)|Landlord|2024-08-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|My role is to manage my previous house as a rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-27 |
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