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7200 N. Mopac, Suite 315, Austin, TX 78731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christians United For Israel (Cufi) | San Antonio | TX | 03/2011 | 11/2016 |
| Charles Schwab & Co., Inc. | Austin | TX | 11/2016 | 05/2026 |
| Charles Schwab Bank, Ssb | Austin | TX | 06/2020 | 04/2022 |
| Td Ameritrade, Inc. | Austin | TX | 04/2022 | 06/2024 |
| Td Ameritrade Investment Management, Llc | Austin | TX | 04/2022 | 06/2024 |
| Charles Schwab Bank Ssb | Austin | TX | 07/2024 | 05/2026 |
| Austin Asset | Austin | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-22 |
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