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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
200 N Loraine St. Suite 110, Midland, TX 79701-9922 • United States
3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona State University | Tempe | AZ | 08/2022 | 05/2024 |
| Willis Towers Watson | Dallas | TX | 06/2023 | 08/2023 |
| Experis | Phoenix | AZ | 09/2023 | 02/2024 |
| Wesley Knowlton | Houston | TX | 05/2022 | 08/2022 |
| Saxon And Sons Sprinklers | Artesia | NM | 05/2018 | 08/2020 |
| Charles Schwab & Co., Inc. | Midland | TX | 02/2024 | Present |
| Full Time Education | Artesia | NM | 08/2006 | 05/2020 |
| Full Time Education | Tempe | AZ | 08/2020 | 05/2024 |
| Charles Schwab Bank, Ssb | Midland | TX | 06/2025 | Present |
1) Rental Property in Lubbock | Investment Related:No|6411 30th st|Lubbock|TX|79407|USA|Real Estate (Non-Agent/Broker)|Owner|9/21/2024|Less than 20|0|My wife and I own a rental property. I help fix things when they break. I do not provide any financial services or investment related services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-16 |
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