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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lumio | Arlington | TX | 02/2022 | 04/2022 |
| Amerisave Mortgage Corporation | Plano | TX | 10/2021 | 01/2022 |
| Kpmg | Dallas | TX | 01/2021 | 05/2021 |
| Medieval Times | Dallas | TX | 02/2015 | 11/2020 |
| Td Ameritrade | Southlake | TX | 06/2022 | 11/2023 |
| Unemployed | Dallas | TX | 11/2020 | 01/2021 |
| Unemployed | Dallas | TX | 05/2021 | 10/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2023 | Present |
1) Martin Rodriguez | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|6/12/2026|Less than 20|0|I rent a house that I own
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-27 |
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