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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-06 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
15725 Dallas Pkwy Ste 600, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2023 | 01/2024 |
| United States Marine Corps | Fort Worth | TX | 10/2011 | 08/2017 |
| Full-Time Education | Dallas | TX | 08/2016 | 05/2018 |
| Homemaker | Lewisville | TX | 05/2018 | 08/2018 |
| Texas Freedom Network | Austin | TX | 08/2018 | 01/2019 |
| Geomet Recycling Llc | Farmers Branch | TX | 03/2019 | 01/2023 |
| Aw Securities | Addison | TX | 05/2025 | Present |
| Allworth Financial | Addison | TX | 05/2025 | Present |
| Goldman Sachs Ayco | Irving | TX | 01/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-22 |
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