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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 02/2018 | 04/2023 |
| Advance Auto Parts | Fort Worth | TX | 01/2017 | 01/2018 |
| Central Freight Lines | Fort Worth | TX | 09/2015 | 09/2016 |
| Texas Wesleyan University | Fort Worth | TX | 08/2014 | 12/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2023 | Present |
Name of Outside Business:Maximiliano Martinez Trucking LLC; Investment Related:No; Address of Outside Business:Fort Worth, Texas; Nature of Outside Business:Service Industry; Position:N/A; Start Date:11/2/2015; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Manage expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-03 |
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