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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-05-20 |
Branch Locations
27201 Puerta Real Suite 100, Mission Viejo, CA 92691-8570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Mission Viejo | CA | 11/1996 | Present |
| C,B,G & T Properties Llc | Phoenix | AZ | 01/2009 | Present |
| Karen Jordan Photography | Phoenix | AZ | 01/2005 | Present |
| Charles Schwab Bank, Ssb | Mission Viejo | CA | 05/2015 | Present |
| Td Ameritrade Inc. | Mission Viejo | CA | 04/2023 | 06/2024 |
1) Karen Jordan Photography | Investment Related:No|4533 N. 22nd St. #115|Phoenix|AZ|85016|USA|Personal/Household Services|Owner|1/1/2005|Varies|0|I am starting up my own Photography Business., 2) C,B,G & T Properties LLC | Investment Related:No|10844 N. 38th St.|Phoenix|AZ|85028|USA|Real Estate (Non-Agent/Broker)|Partner|1/1/2009|Less than 20|0|This is an LLC I started and moved my prior residence into. It is managed by my accountant and there is no additional work involved. , 3) Pretend City-City Lights Committee | Investment Related:No|29 Hubble|Irvine|Ca|92618|usa|Education|Committee member|10/17/2024|Less than 20|0|Pretend City is a 501c3 Educational Childrens Museum. City Lights is their Program for Donors. I am having them with Event ideas and planning. , 4) Make Wellness | Investment Related:No|Other|Affiliate|4/6/2026|Less than 20|0|As an affiliate would just be looking to offer their wellness products to my close friends and family as they have been successful for me.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-19 |
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