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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-02 |
Branch Locations
1186 Roseville Parkway Suite 180, Roseville, CA 95678 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2019 | 11/2020 |
| Archon Energy Solutions | Vacaville | CA | 06/2018 | 03/2019 |
| Tesla Inc. | Martinez | CA | 03/2018 | 06/2018 |
| Best Buy | Vacaville | CA | 04/2016 | 03/2018 |
| Viggbyholms Ik | Viggbyholms | 06/2016 | 12/2016 | |
| Unemployed | Vacaville | CA | 11/2020 | 01/2021 |
| Nylife Securities Llc. | Santa Rosa | CA | 04/2021 | 01/2022 |
| New York Life Insurance Company | Santa Rosa | CA | 01/2021 | 01/2022 |
| Charles Schwab & Co., Inc. | Roseville | CA | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Roseville | CA | 01/2022 | Present |
| Unemployed | Vacaville | CA | 03/2019 | 05/2019 |
| Td Ameritrade, Inc. | Roseville | CA | 01/2024 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-22 |
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