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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 | Forth Worth | TX | 01/2016 | 01/2018 |
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2018 | 06/2018 |
| Tdameritrade Investment Management | Southlake | TX | 07/2018 | 01/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2021 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 12/2021 | Present |
1) Real Estate property Rentals | Investment Related:No|Other|Landlord|10/1/2013|Less than 20|0|I own 3 homes and 2 are rentals
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-17 |
| S66 | Uniform Combined State Law Examination | 2010-08-30 |
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