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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Southlake | TX | 01/2018 | 01/2021 |
| Total Quality Logistics | Dallas | TX | 06/2016 | 12/2017 |
| Jp Morgan Chase Bank, N.A. | Plano | TX | 01/2021 | 02/2026 |
| J.P Morgan Securities Llc | Plano | TX | 01/2021 | 02/2026 |
| Td Ameritrade | Southlake | TX | 01/2018 | 12/2020 |
| Trusted Sellers Llc | North Richland Hills | TX | 08/2022 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2026 | Present |
1) Trusted Sellers LLC | Investment Related:No||Retail|Owner|2022-08-01|Less than 20|0|Amazon Store
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-20 |
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