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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gw&K Investment Management | Boston | MA | 10/2012 | 02/2022 |
| Alphacore Wealth Advisory | La Jolla | CA | 02/2022 | 11/2024 |
| Alphacore Wealth Advisory | La Jolla | CA | 12/2024 | 03/2025 |
| Sage Rhino Capital Llc | Menlo Park | CA | 07/2025 | 04/2026 |
| Unemployed | San Diego | CA | 03/2025 | 06/2025 |
| Unemployed | San Diego | CA | 04/2026 | 06/2026 |
| Charles Schwab & Co., Inc. | San Diego | CA | 06/2026 | Present |
| Schwab Wealth Advisory, Inc. | San Diego | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-14 |
| S66 | Uniform Combined State Law Examination | 2001-10-01 |
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