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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-20 |
| CA | RA | APPROVED | 2018-08-09 |
Branch Locations
225 West Santa Clara Street Suite 900, San Jose, CA 95113 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Cupertino | CA | 08/2011 | 07/2018 |
| Charles Schwab Bank | Cupertino | CA | 08/2011 | 07/2018 |
| Morgan Stanley Smith Barney Llc | San Jose | CA | 08/2018 | Present |
1. Rental Property; Investment related Yes; San Jose, CA; Rental Property; Homeowner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2018 683627- In-Home Supportive Services for Santa Clara County; Investment related: No; San Jose, California; Hospital/Healthcare; Employee (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 8; After business hours: 32; Other Just caring for my mother by taking her to places she needs to go and help doing the house chores for her outside of my working hours because my mother is 76 years old and does not drive
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-23 |
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