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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valle Capital Management, Llc | Sherman Oaks | CA | 01/2011 | 12/2020 |
| Online Trading Academy | Irvine | CA | 07/2018 | 12/2023 |
| Charles Schwab & Co., Inc | Seattle | WA | 11/2024 | Present |
| Ucla Extension | Los Angeles | CA | 06/2024 | Present |
| Allegiance Gold | Calabasas | CA | 03/2023 | 11/2024 |
| Charles Schwab Bank, Ssb | Seattle | WA | 06/2026 | Present |
1) UCLA Extension | Investment Related:No|405 Hilgard Ave|Los Angeles|CA|90095|U.S.|Education|Instructor|6/1/2024|Less than 20|0|I teach classes for the UCLA Extension's Accounting & Finance Dept (Course is "Managing & Understanding Stock Option Strategies")
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
| S65 | Uniform Investment Adviser Law Examination | 2006-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-09 |
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