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Northlake, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-03 |
| TX | RA | APPROVED | 2025-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | San Francisco | CA | 11/2022 | 01/2025 |
| Slack Corp | San Francisco | CA | 06/2021 | 11/2022 |
| Oxygen | San Francisco | CA | 06/2019 | 06/2021 |
| Perficient Consulting | Menlo Park | CA | 12/2018 | 06/2019 |
| Gap Inc. | San Francisco | CA | 01/2017 | 11/2018 |
| Prosper Marketplace | San Francisco | CA | 08/2015 | 12/2017 |
| Auri Holdings, Inc. | Northlake | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-11 |
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