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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-02 |
| OK | RA | APPROVED | 2019-11-06 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Westlake | TX | 02/2018 | Present |
| Wells Fargo Bank | Denton | TX | 05/2015 | 02/2018 |
| Charles Schwab Bank Ssb | Westlake | TX | 08/2019 | Present |
1) Villatic Holdings llc | Investment Related:No|3837 Fm 1461|mckinney|TX|75071|USA|Real Estate (Non-Agent/Broker)|managing member|8/21/2016|Less than 20|0|Operator of the business. I am the only member of the business. The purpose of the business is for future residential properties. There are no properties or assets in the LLC currently. LLC is dormant for the foreseeable future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-15 |
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