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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-30 |
| CA | RA | APPROVED | 2023-08-11 |
Branch Locations
1599 Lake Robbins Drive Suite B-150, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Carlsbad | CA | 11/2017 | 06/2020 |
| Bryson Financial | Long Beach | CA | 07/2017 | 11/2017 |
| Westpac Wealth Partners/Guardian Life | Carlsbad | CA | 07/2016 | 11/2017 |
| J.P. Morgan Securities Llc | Carlsbad | CA | 06/2020 | 01/2021 |
| Jpmorgan Chase Bank, N.A. | Carlsbad | CA | 06/2020 | 01/2021 |
| Sunstainable Solutions Llc | Oceanside | CA | 08/2016 | 07/2020 |
| Wells Fargo | San Diego | CA | 02/2021 | 01/2023 |
| Td Ameritrade, Inc | San Diego | CA | 01/2023 | 06/2024 |
| Charles Schwab & Co., Inc. | The Woodlands | TX | 01/2023 | Present |
| Charles Schwab Bank Ssb | The Woodlands | TX | 01/2023 | Present |
| Td Ameritrade Investment Management, Llc | San Diego | CA | 01/2023 | 06/2024 |
1) Residental Rental Property | Investment Related:No|2845 Grand Lake Drive|Lafayette|CO|80026|US|Real Estate (Non-Agent/Broker)|Landlord|7/1/2012|Less than 20|0|Landlord, 2) Residential Rental Property | Investment Related:No|1730 Lowell Blvd Unit 101|Denver|CO|80204|US|Real Estate (Non-Agent/Broker)|Landlord|11/18/2015|Less than 20|0|Landlord, 3) Rental Property | Investment Related:No|2440 Dunstan Street|Oceanside|CA|92054|USA|Real Estate (Non-Agent/Broker)|Owner|7/1/2025|Less than 20|0|Owner/Call for any property maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-23 |
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