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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-11 |
Branch Locations
10920 Via Frontera Suite 100, San Diego, CA 92127-1730 • United States
5796 Armada Drive Suite 175, Carlsbad, CA 92008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Diego | CA | 01/2023 | Present |
| Pasas Properties | San Diego | CA | 05/2012 | 11/2017 |
| Condo Showroom | San Diego | CA | 11/2017 | 05/2020 |
| Realty Income | San Diego | CA | 05/2020 | 10/2021 |
| Self Employed | San Diego | CA | 06/2019 | 12/2022 |
| Charles Schwab Bank, Ssb | San Diego | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-24 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-13 |
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