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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-26 |
Branch Locations
1840 Century Park East Suite 100, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Beverly Hills | CA | 10/2009 | 12/2022 |
| Charles Schwab & Co., Inc. | Los Angeles | CA | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Los Angeles | CA | 12/2022 | Present |
Name: Rental Property, Role: co-trustee, Start Date: 05/01/2020, Investment Related?: No, Address: 4715 Oakwood Ave, Los Angeles, CA 90004, Number of Hours/Mo: 2, Duties: assist my mother who is the grantor and the original owner of the property with admin elements of the property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-24 |
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