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96 Beach Walk Blvd Suite 1243, Conroe, TX 77304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
2435 N. Central Expressway 12Th Floor, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Dallas | TX | 10/2014 | 05/2019 |
| Charles Schwab Bank | Dallas | TX | 10/2014 | 05/2019 |
| Lpl Financial, Llc | Dallas | TX | 05/2019 | 02/2020 |
| Tcg Advisors Lp | Austin | TX | 02/2020 | 05/2021 |
| Tcg Advisory Services Llc | Austin | TX | 07/2020 | 05/2021 |
| Trajan Wealth, Llc | Scottsdale | AZ | 06/2021 | Present |
INSURANCE SALES; INVESTMENT-RELATED; TEXAS; INSURANCE AGENT; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-13 |
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