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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-08 |
Branch Locations
1704 Redwood Highway, Corte Madera, CA 94925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | San Francisco | CA | 08/1999 | 02/2020 |
| E*Trade Capital Management Llc | San Francisco | CA | 09/2006 | 02/2020 |
| E*Trade Securities Llc | San Francisco | CA | 02/2020 | 02/2025 |
| E*Trade Capital Management Llc | San Francisco | CA | 02/2020 | 02/2025 |
| Morgan Stanley | San Francisco | CA | 01/2023 | 02/2025 |
| Morgan Stanley | San Francisco | CA | 09/2023 | 02/2025 |
| Charles Schwab & Co., Inc. | Corte Madera | CA | 02/2025 | Present |
| Charles Schwab Bank Ssb | Corte Madera | CA | 02/2025 | Present |
1) Self|Investment Related: No|2247 Winnemucca Ct., South Lake Tahoe, CA, 96150, USA|Real Estate (Non-Agent/Broker)|Self|2/18/2010|Less than 20 hour/month - 0 during trading hours|RENTAL PROPERTIES, TRUSTEE, CALIFORNIA, START DATE - 2010, HRS. PER MONTH - 1, HRS DURING TRADING HRS. - 0 , 2) Self|Investment Related: No|3133 Nevada Ave, South Lake Tahoe, CA, 96150, USA|Real Estate (Non-Agent/Broker)|Self|2/18/2010|Less than 20 hour/month - 0 during trading hours|RENTAL PROPERTIES, TRUSTEE, CALIFORNIA, START DATE ? 2010, HRS. PER MONTH ? 1, HRS DURING TRADING HOURS. - 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-26 |
| S65 | Uniform Investment Adviser Law Examination | 2002-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-03 |
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