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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sundown At Granada | Dallas | TX | 01/2023 | 12/2025 |
| Equitable Advisors, Llc | Dallas | TX | 11/2023 | 04/2024 |
| Picoso's Mexican Kitchen | Lubbock | TX | 05/2022 | 12/2022 |
| Matchbox | Dallas | TX | 03/2018 | 12/2019 |
| Galaxy Unplugged | Dallas | TX | 12/2021 | 09/2023 |
| Full Time Education | Lubbock | TX | 08/2020 | 12/2022 |
| Full Time Education | Mesquite | TX | 08/2018 | 08/2020 |
| Full Time Education | Mesquite | TX | 08/2014 | 08/2018 |
| Miller George & Suggs | Plano | TX | 06/2024 | Present |
| Charles Schwab & Co., Inc | Westlake | TX | 03/2026 | Present |
1) Miller George & Suggs | Investment Related:No||Legal Services|Accounting Assistant|2024-06-18|Less than 20|0|Data entry
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-24 |
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