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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
| VA | RA | APPROVED | 2026-01-14 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fort Worth | TX | 03/2014 | 05/2021 |
| Vector Marketing | Olean | NY | 06/2021 | 07/2021 |
| Unemployed | Fort Worth | TX | 08/2021 | 12/2021 |
| Aqua-Tots Swim School | Fort Worth | TX | 01/2022 | 12/2022 |
| Mindlance | Union | NJ | 09/2022 | 03/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2023 | 07/2025 |
| Charles Schwab Bank, Ssb | Westlake | TX | 03/2024 | 07/2025 |
| Evergreen Wealth Advisors | Plano | TX | 07/2025 | 12/2025 |
| Edelman Financial Engines | Santa Clara | CA | 01/2026 | Present |
1) Makayla Machacek Rental Property|Investment Related: No|7413 Meadowdale Dr, Watagua, Texas, 76244, United States|Real Estate (Non-Agent/Broker)|Owner|7/1/2024|Less than 20 hour/month - 0 during trading hours|passive income, tenants in rental property 2) Dawn Investments LLC; INVESTMENT RELATED: No; ADDRESS: Fort Worth TX 76244; NATURE: Real Estate; POSITION: Sole proprietor; START DATE: May 2023; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Owner/sole proprietor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-17 |
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