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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Institutional | Southlake | TX | 05/2017 | 01/2021 |
| Lpl Financial | San Diego | CA | 10/2016 | 05/2017 |
| Homemaker | San Diego | CA | 10/2014 | 10/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2021 | 10/2021 |
| Fidelity Investments | Westlake | TX | 11/2021 | 02/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2022 | Present |
Rental Property | Investment Related | Fort Worth, TX ; Hurst, TX | Rental Services | Owner | 03/2022 | Less than 20 hours per month, All outside of market hours | This is a rental property that my spouse bought for myself and him as an additional income. We have hired a managing company to handle all the transactions within, I won't be actively managing or worrying about this. I am just part owner on the paperwork.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-30 |
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