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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Westlake | TX | 10/2017 | 06/2024 |
| Unemployed | Irving | TX | 12/2015 | 10/2017 |
| Charles Schwab & Co. | Westlake | TX | 10/2022 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 01/2024 | Present |
Name of Outside Business:True Vine Brewing; Investment Related:No; Address of Outside Business:Tyler, TX.; Nature of Outside Business:Other; Position:Passive Investor; Start Date:8/1/2014; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Completely passive. No Duties. Name: Land Development, Role: Land Developer, Type: Real Estate, Start Date: 12/20/2019, Investment Related?: No, Address: 1500 Southfork Dr, Keller, TX 76248, Number of Hours/Mo: 5, Duties: I intend to purchase acreage and then sell it off in smaller pieces for a profit. If I can't find cash buyers I will owner finance it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-28 |
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