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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-16 |
Branch Locations
200 Fourth Street Suite 100, Santa Rosa, CA 95401-6213 • 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 |
|---|---|---|---|---|
| Social Finance, Inc. | Healdsburg | CA | 02/2016 | 12/2018 |
| Stockpile Investments | Palo Alto | CA | 08/2019 | 04/2020 |
| Unemployed | Santa Rosa | CA | 01/2019 | 07/2019 |
| American Agcredit | Santa Rosa | CA | 05/2020 | 10/2024 |
| N/A | Cloverdale | CA | 11/2024 | 06/2025 |
| Charles Schwab & Co., Inc. | Santa Rosa | CA | 07/2025 | Present |
| Charles Schwab Bank, Ssb | Santa Rosa | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-22 |
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