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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-20 |
Branch Locations
11988 El Camino Real Suite 550, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 09/2004 | 05/2018 |
| Lpl Financial | San Diego | CA | 05/2018 | 07/2022 |
| Fidelity Investments | San Diego | CA | 08/2022 | 08/2025 |
| Fidelity Investments | San Diego | CA | 03/2025 | 08/2025 |
| Charles Schwab & Co., Inc. | San Diego | CA | 08/2025 | Present |
| Schwab Wealth Advisory, Inc. | San Diego | CA | 08/2025 | Present |
1) GOLF GL LLC | Investment Related:No|3525 Del Mar Heights Rd |Other|LLC Co-Owner|2023-09-04|Less than 20|0|LLC Owner with Spouse that focuses on all things golf related, R&D phase so reviews business ideas with family, 2) Investment Property | Investment Related:No|207 Cheswold Ct|Real Estate (Non-Agent/Broker)|Co-owner of investment property with wife|2018-09-01|Less than 20|0|I own a investment property in PA where I rent it out and is considered a long term rental (1yr leases or more). I have done this since 2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-05 |
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