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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-01 |
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 |
|---|---|---|---|---|
| Ascendium Group | Grapevine | TX | 08/2016 | 05/2017 |
| Best Buy | Mansfield | TX | 05/2017 | Present |
| Td Ameritrade | Soutlake | TX | 10/2022 | 09/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 08/2026 | Present |
1. Fox Den Studios Ltd. , Chief Executive Officer, Owner, A/V Production, Started 7/19/2020, Hours vary per month, Zero hours during trading hours, Run out of my home 8413 Lighthouse Dr Rowlett, TX 75089 2. Best buy, Keyholder, Retail Sales, 1515 W State Hwy 114 Grapevine TX 75089, Started 5/14/2017, Hours vary per month and Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-22 |
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