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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 12/2016 | 12/2022 |
| Colorado Boxed Beef | Dallas | TX | 09/2016 | 09/2016 |
| Isola Corporation | Chandler | AZ | 05/2016 | 09/2016 |
| Charles Schwab And Co., Inc. | Fort Worth | TX | 12/2022 | Present |
| Charles Schwab Bank Ssb | Fort Worth | TX | 11/2023 | Present |
1) Apex Discipline | Investment Related:No|Sports/Physical Recreation|Co-Founder, Marketing, Coach|8/18/2026|20-40|0|The business is an online men’s nutrition and strength coaching business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-26 |
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