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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2021 | 03/2026 |
| Best In Class Education | Plano | TX | 09/2018 | 09/2019 |
| Richardson Isd | Richardson | TX | 08/2017 | 01/2021 |
| Baby Loving Home | Seoul | 01/2017 | 06/2017 | |
| English Program In Korea | Goseong | 03/2016 | 02/2017 | |
| Elevate K-12 | Chicago | IL | 01/2021 | 03/2021 |
| Unemployed | Alexandria | LA | 06/2017 | 07/2017 |
| Jei Learning Center | Frisco | TX | 09/2018 | 09/2018 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 04/2025 | 03/2026 |
| Usaa Life Insurance Company | Plano | TX | 07/2026 | Present |
| Usaa Investment Management Company | Plano | TX | 07/2026 | Present |
| Target | North Richland Hills | TX | 06/2026 | Present |
| Unemployed | Roanoke | TX | 04/2026 | 05/2026 |
Name of business: Target Investment-related: No Address: 8532 Davis Blvd, North Richland Hills, TX 76182 Nature of the other business: Part-time retail store employment, non-financial, non-securities commercial retail business Position: Fulfillment Expert Start date: 06/24/2026 Number of hours/month you devote to the other business: 4 hours Number of hours during securities trading hours: None Duties relating to the other business: Locate, scan, pack, and prepare retail merchandise for customer pickup and shipping on a flexible, variable schedule
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-25 |
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