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743 W. Main Street, Coppell, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2018 | 04/2025 |
| Us Trust | Dallas | TX | 08/2017 | 01/2018 |
| Heartland It Consulting | Dallas | TX | 05/2016 | 08/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2018 | 04/2025 |
| Optimus Capital Advisors, Llc | Coppell | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
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