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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-11 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lodi Unified School District | Lodi | CA | 07/2017 | 06/2018 |
| Stockton Unified School District | Stockton | CA | 07/2018 | 05/2019 |
| Escuela Americana | San Benito | 07/2019 | 06/2021 | |
| Academia Britania Cuscatleca | Santa Tecla | 07/2021 | 12/2022 | |
| Charles Schwab & Co., Inc. | Tysons Corner | VA | 01/2023 | Present |
| Lodi Unified School District | Lodi | CA | 08/2015 | 07/2017 |
| Charles Schwab Bank, Ssb | Tysons Corner | VA | 01/2023 | 01/2025 |
| Schwab Wealth Advisory, Inc. | Tysons Corner | VA | 01/2025 | Present |
1) Halstead at the Metro HOA | Investment Related:No|Other|Board Member|3/16/2026|Less than 20|0|Serves as a board member on my condo HOA. No financial or investment responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-23 |
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