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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 04/2011 | 07/2024 |
| Unemployed | Honolulu | HI | 07/2024 | 09/2024 |
| Jameson Delgadillo | Honolulu | HI | 09/2024 | 05/2025 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 09/2024 | 05/2025 |
| Charles Schwab & Co, Inc | Honolulu | HI | 05/2025 | Present |
| Charles Schwab Bank, Ssb | Honolulu | HI | 05/2025 | Present |
1) Rental Property | Investment Related:No|1635 S. 1300 W.|Real Estate (Non-Agent/Broker)|Landlord and Property Manager|2011-08-04|Less than 20|0|Periodically communicate with tenants, confirm rent received, arrange for repairs and improvements to the property where needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-11 |
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