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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dollar Tree Inc. | Marietta | OK | 05/2020 | 05/2021 |
| United Parcel Service | Fort Worth | TX | 11/2023 | 12/2023 |
| First State Bank | Gainesville | TX | 05/2021 | 08/2023 |
| Wal-Mart Inc. | Gainesville | TX | 08/2018 | 05/2020 |
| Red Lion Enterprises, Llc. | Tioga | TX | 08/2022 | Present |
| World Famous Mom's | Aubrey | TX | 06/2016 | 08/2018 |
| Charles Schwab & Co., Inc | Westlake | TX | 02/2024 | Present |
1) Red Lion Enterprises, LLC.|Investment Related: No|Agriculture/Forestry/Fishing|Operations Manager|5/6/2023|20-40 hour/month - 0 during trading hours|I am responsible for all operations of the business including: Property maintenance, animal care, sale and purchase of livestock, filing taxes, and maintaining the books for the organization. I maintain our books and file state and local taxes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-11 |
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