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415 W Wall St Ste 2203, Midland, TX 79701-4585 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
415 W Wall St Ste 2203, Midland, TX 79701-4585 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Midland | TX | 05/2000 | 12/2023 |
| Charles Schwab Bank, Ssb | Midland | TX | 02/2005 | 12/2023 |
| Trinchera Investments, Llc | Midland | TX | 01/2026 | Present |
| Self Employed | Midland | TX | 12/2023 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-04 |
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