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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Santa Monica | CA | 08/2015 | 04/2018 |
| Strategic Advisers, Inc. | Santa Monica | CA | 09/2015 | 04/2018 |
| Jp Morgan Chase Bank, N.A. | Los Angeles | CA | 05/2018 | 06/2022 |
| Jp Morgan Securities, Llc | Los Angeles | CA | 05/2018 | 06/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 06/2022 | Present |
1) Rental Property | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|8/1/2022|Less than 20|0|Property owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-01 |
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