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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Westlake | TX | 12/2016 | 06/2024 |
| Areotek | Bedford | TX | 08/2016 | 11/2016 |
| Advantage Solution | Fort Worth | TX | 03/2016 | 11/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2023 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 03/2025 | Present |
1) Rental Property | Investment Related:No|1706 Bertram Dr |Mansfield|Texas|76063|USA|Rental Services (Other than Real Estate)|Property Owner|8/15/2021|Less than 20|0.000000|taking care of the rental property, helping tenants with their needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-26 |
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