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1980 Festival Plaza Suite 300, Las Vegas, NV 89135 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2024-07-17 |
Branch Locations
1980 Festival Plaza Suite 300, Las Vegas, NV 89135 • United States
9655 Granite Ridge Drive Suite 200, San Diego, CA 92123 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Diego | CA | 03/2009 | 01/2019 |
| Charles Schwab Bank | San Diego | CA | 03/2009 | 01/2019 |
| Spotlight Asset Group, Inc. | Oakbrook Terrace | IL | 04/2019 | 07/2024 |
| Pandora Wealth, Inc. | Oakbrook Terrace | IL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-06 |
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