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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Columbia | MD | 06/2017 | 12/2022 |
| Wells Fargo | Boynton Beach | FL | 12/2015 | 06/2017 |
| Charles Schwab And Co., Inc. | Columbia | MD | 12/2022 | Present |
| Charles Schwab Bank | Columbia | MD | 11/2023 | Present |
Name of Outside Business:Priceless Holdings LLC; Investment Related:No; Address of Outside Business:Palm Beach, FL; Nature of Outside Business:Retail Sales; Position:Owner; Start Date:9/30/2017; Hours per month: 20-40; Hours per month during securities trading hours: No; Description of Duties: Create website, establish distributors, create designs for Outdoor Apparel. Company is still being created. Website still being created. Name: Belmont Properties, LLC, Role: CEO, Type: Rental Property, Start Date: 03/01/2021, Investment Related?: No, Address: 2100 Bering Dr Apt 816, Houston, TX 77057, Number of Hours/Mo: 40, Duties: Buying mobile homes to either flip or rent them out as rental property. Name: Z and P Holdings, Role: CEO, Type: Rental Property, Start Date: 04/04/2022, Investment Related?: No, Address: PO Box 2163, Bellaire, TX 77402, Number of Hours/Mo: 30, Duties: Buying/Renovating the Tiny homes to sell or rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
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