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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Honolulu | HI | 08/2016 | 12/2016 |
| Charles Schwab & Co., Inc. | Honolulu | HI | 12/2016 | 12/2019 |
| Charles Schwab Bank | Honolulu | HI | 12/2016 | 11/2019 |
| Voya Financial Advisors, Inc. | Honolulu | HI | 01/2020 | 10/2022 |
| Personal Capital Advisors Corporation | Honolulu | HI | 10/2022 | 04/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 11/2024 |
| Empower Financial | Greenwood Village | CO | 04/2023 | 11/2024 |
| Charles Schwab & Co., Inc. | Honolulu | HI | 11/2024 | Present |
| Charles Schwab Bank, Ssb | Honolulu | HI | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-02 |
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