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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 10/2016 | 02/2023 |
| Enterprise Rent A Car | Dallas/Fort Worth | TX | 12/2012 | 10/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2023 | 06/2023 |
| Td Ameritrade, Inc. | Westlake | TX | 06/2023 | 11/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2023 | Present |
1) Signate Elevators, LLC | Investment Related:No|711 W main street #101 |ovilla |texas|75154|USA|Construction - Residential/Commercial/Office|Owner/CEO |6/1/2023|Less than 20|0|Running the back office which includes but is not limited to, hiring and firing, running payroll, and perparing contracts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-18 |
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