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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED_RES | 2026-06-16 |
Branch Locations
10960 Wilshire Blvd. Suite 2000, Los Angeles, CA 90024 • 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 |
|---|---|---|---|---|
| Td Ameritrade | Beverly Hills | CA | 04/2016 | 12/2022 |
| Charles Schwab And Co., Inc. | Beverly Hills | CA | 12/2022 | 06/2026 |
| Charles Schwab Bank Ssb | Beverly Hills | CA | 12/2022 | 06/2026 |
| Morgan Stanley | Los Angeles | CA | 06/2026 | Present |
*699428 - Sonja Youngberg; Investment related - Yes; Huntington Beach, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2016; During business hours: 0; After business hours: 3; Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-13 |
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