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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-08 |
Branch Locations
445 Bush Street, 6Th Floor, San Francisco, CA 94108 • United States
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | New York City | NY | 09/2015 | 02/2018 |
| Charles Schwab Bank | New York City | NY | 09/2015 | 02/2018 |
| Independent Financial Group | San Francisco | CA | 09/2019 | 01/2020 |
| Hongkun Usa | San Clara | CA | 11/2018 | 04/2019 |
| Morgan Stanley | San Francisco | CA | 06/2021 | 06/2022 |
| Growth Capital (Lighthaven Capital Management) | San Francisco | CA | 10/2020 | 05/2021 |
| Employment Break | Tampa | CA | 02/2018 | 11/2018 |
| Employment Break | Sunnyvale | CA | 04/2019 | 09/2019 |
| Employment Break | San Francisco | CA | 01/2020 | 10/2020 |
| Brighton Jones | San Francisco | CA | 04/2023 | Present |
| Employment Break | San Francisco | CA | 06/2022 | 04/2023 |
1. *442297- SCZHANG LLC; Investment related Yes; Tampa, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent09/2017;During business hours: 0; After business hours: 0; Property Management 2. *442299- SCZHANG LLC; Investment related Yes; Tampa, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2010 ;During business hours: 0; After business hours: 0; Property Management 3. *442300- Real Estate; Investment related Yes; Tampa, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2008 ;During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-13 |
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