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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Draper | UT | 01/2013 | 06/2017 |
| Td Ameritrade Investment Management, Llc | Drapper | UT | 02/2013 | 06/2017 |
| Tiaa | Salt Lake City | UT | 03/2018 | 09/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 03/2018 | 08/2019 |
| Qualtrics | Provo | UT | 06/2017 | 03/2018 |
| Polaris Greystone Financial Group, Llc | San Rafael | CA | 10/2019 | 07/2023 |
| Advisor Investments Llc | Houston | TX | 10/2019 | 07/2023 |
| Sap Americas | Provo | UT | 06/2017 | 03/2018 |
| Td Ameritrade | Salt Lake City | UT | 01/2013 | 06/2017 |
| Polaris Wealth Advisory Group | San Rafael | CA | 10/2019 | 07/2023 |
| J.P. Morgan Securities Llc | Lacey | WA | 08/2023 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Lacey | WA | 08/2023 | 03/2025 |
| Calcutta Logistics | Draper | UT | 09/2019 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Olympia | WA | 03/2025 | 12/2025 |
| Unemployed | Houston | TX | 08/2023 | 08/2023 |
| Bank Of America, N.A. | Olympia | WA | 05/2025 | 12/2025 |
| Charles Schwab & Co, Inc | Seattle | WA | 12/2025 | Present |
| Charles Schwab Bank, Ssb | Seattle | WA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-20 |
| S66 | Uniform Combined State Law Examination | 2013-02-01 |
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