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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 10/2017 | 09/2023 |
| Univeristy Of Texas At Arlington | Arlington | TX | 04/2017 | 08/2017 |
| Wells Fargo | Arlington | TX | 07/2016 | 04/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2023 | Present |
1) Rental Property | Investment Related:No|2720 Westchester Drive |Arlington|Texas|76015|USA|Rental Services (Other than Real Estate)|Landlord|4/1/2022|Less than 20|0.000000|I recently closed on a property that I will get rented out.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-28 |
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