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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-24 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
New Braunfels, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2016 | 07/2017 |
| Myron's Prime Steakhouse | New Braunfels | TX | 04/2005 | 09/2016 |
| Usaa Financial Advisors Inc | San Antonio | TX | 06/2018 | 07/2019 |
| Security Service Federal Credit Union | San Antonio | TX | 08/2017 | 06/2018 |
| Usaa Investment Managment Company | San Antonio | TX | 06/2018 | 07/2019 |
| K-Force | San Antonio | TX | 06/2018 | 07/2019 |
| Victory Capital Management | San Antonio | TX | 04/2020 | 04/2022 |
| Charles Schwab Bank, Ssb | New Braunfels | TX | 04/2022 | Present |
| Charles Schwab & Co., Inc. | New Braunfels | TX | 04/2022 | Present |
| K-Force | San Antonio | TX | 07/2019 | 04/2020 |
1) 739 Bullsnake Rental | Investment Related:No|744 Bullsnake Trl|New Braunfels|Texas|78132|USA|Real Estate (Non-Agent/Broker)|Property Owner|4/1/2024|Less than 20|0|I will be the point of contact for rent payments and remediating home repairs as needed., 2) Erick Loyola Rental Property | Investment Related:No|2411 Hunter Peak|New Braunfels|Texas|78130|USA|Real Estate (Non-Agent/Broker)|Landlord|10/1/2024|Less than 20|0|Direct tenants to home warranty for assistance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-03 |
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