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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hanger Clinic | Dallas | TX | 05/2019 | 01/2022 |
| Trammell Crow Company | Dallas | TX | 01/2022 | 02/2022 |
| Cbre | Dallas | TX | 05/2022 | 08/2022 |
| Young Life | College Station | TX | 08/2022 | 04/2023 |
| New York Life Insurance Company | Dallas | TX | 12/2023 | 06/2025 |
| Nylife Securities Llc | Dallas | TX | 12/2023 | 06/2025 |
| Unemployed | Dallas | TX | 05/2023 | 12/2023 |
| Highland Park High School | Dallas | TX | 08/2014 | 05/2018 |
| Full Time Education | College Station | TX | 05/2018 | 05/2023 |
| Howell Financial Group | Dallas | TX | 12/2023 | 06/2025 |
| Charles Schwab & Co., Inc. | Abilene | TX | 07/2025 | Present |
1) Abilene Philharmonic | Investment Related:No|1102 N 3rd St Ste C|Abilene|Texas|79601|United States of America|Performing/Fine Arts|Board Member|4/1/2025|Less than 20|0|Attend and actively participate in board meetings. Help set up policies and monitor the programmatic health of the organization. Represent the Abilene Philharmonic in the community. , 2) Young Life Abilene | Investment Related:No|1250 Petroleum Dr|Abilene|TX|79602|USA|Nonprofit Charitable Organizations|Committee Member|1/1/2025|Less than 20|0|Help support volunteer leaders, help support Young Life as a whole in the Big Country Area, 3) Diane Moore Legacy | Investment Related:No|105 W Holland St|Navasota|TX|77868|USA|Nonprofit Charitable Organizations|Board Member|9/1/2020|Less than 20|0|Meet once a year to help support ministry happening in Navasota, TX, 4) Abilene Christian University Dukes School of Finance | Investment Related:No|1600 Campus Ct|Abilene|TX|79601|USA|Education|Volunteer Mentor|11/5/2025|Less than 20|0|Meet with a college student once a week and help mentor them through life., 5) Christi Krikorian and Colton Roach | Investment Related:No|Real Estate (Non-Agent/Broker)|Landlord|5/1/2026|Less than 20|0|Rent out our detached garage apartment on our residing property and function as a landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-24 |
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