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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Isd V.R. Eaton High School | Haslet | TX | 08/2015 | 05/2017 |
| First Command Advisory Services | Fort Worth | TX | 04/2017 | 08/2017 |
| First Command Financial Planning Inc | Fort Worth | TX | 08/2017 | 11/2018 |
| First Command Advisory Services | Fort Worth | TX | 08/2017 | 11/2018 |
| First Command Insurance Services Inc. | Fort Worth | TX | 08/2017 | 11/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2018 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2020 | Present |
1) Cloud Co | Investment Related:No|Other|Accountant |12/1/2022|Less than 20|0|My spouse, Casey Cloud, has started his own metal fabrication business. He is the sole proprietor owner of the LLC and business. I assist with bookkeeping and website design. I am not paid a salary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-18 |
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