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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Wylie | TX | 01/2018 | 07/2019 |
| Consilium Wealth Advisory | Richardson | TX | 08/2015 | 11/2017 |
| Jal Dennis Group | Wylie | TX | 12/2017 | 06/2019 |
| Securities America, Inc. | Plano | TX | 07/2019 | 01/2020 |
| Securities America Advisors Inc. | Plano | TX | 07/2019 | 01/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2020 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-23 |
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