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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-02 |
| IL | RA | APPROVED | 2010-06-04 |
Branch Locations
19 West Chicago Ave, Naperville, IL 60540-5301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. Inc. | Naperville | IL | 05/2010 | Present |
| Charles Schwab Bank | Naperville | IL | 05/2010 | Present |
1) Share my Fortune | Investment Related:No|no address|Albuquerque|NM|87111|USA|Education|Board Member|3/14/2019|Varies|0|I was invited to be one of the board members for this non profit organization started by the daughter of my client Nimish Bhatt. Given the charitable nature of the organization, the board?s most important function will be of providing ideas to raise funds and assist the organization in raising funds. He asked me to sit on the board based on my financial experience and strategic thought process.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-18 |
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