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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank | Irvine | CA | 04/2016 | 06/2018 |
| Unemployed | Laguna Beach | CA | 06/2018 | 07/2019 |
| Cetera Investment Services, Llc | St Cloud | MN | 10/2022 | 10/2023 |
| Umpqua Bank | Newport Beach | CA | 07/2019 | 04/2021 |
| Jp Morgan Securities, Llc | Irvine | CA | 08/2024 | 05/2025 |
| Jp Morgan Chase Bank, N.A. | Irvine | CA | 08/2024 | 06/2025 |
| Steward Partners Investment Solutions, Llc | Irvine | CA | 07/2019 | 04/2021 |
| City National Securities, Inc. | Irvine | CA | 04/2016 | 03/2018 |
| Columbia Private Bank | Irvine | CA | 07/2019 | 05/2024 |
| Unemployed | Irvine | CA | 06/2024 | 07/2024 |
| Schwab Wealth Advisory, Inc | Irvine | CA | 07/2025 | Present |
| Charles Schwab & Co, Inc | Irvine | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-09 |
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