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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-10 |
Branch Locations
134 East Huntington Drive Suite A, Arcadia, CA 91006 • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Arcadia | CA | 04/2015 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Arcadia | CA | 04/2015 | 01/2017 |
| Td Ameritrade | Pasadena | CA | 01/2017 | 01/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2021 | 10/2021 |
| Cetera Investment Advisers Llc | City Of Industry | CA | 01/2021 | 10/2021 |
| Charles Schwab & Co.,Inc. | Arcadia | CA | 10/2021 | Present |
| Charles Schwab Bank Ssb | Arcadia | CA | 10/2021 | Present |
1) Personal|Investment Related: No|7176 Lemon Grass Ave, Eastvale, CA, 92880, U.S.A|Rental Services (Other than Real Estate)|owner|4/1/2013|Less than 20 hour/month - 0 during trading hours|I have a rental property that was use to be a primary resident.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-19 |
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