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11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-10 |
Branch Locations
11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Phoenix | AZ | 05/2012 | 05/2021 |
| Schwab Private Client Investment Advisory | Phoenix | AZ | 06/2014 | 05/2021 |
| Smarter Financial Solutions | Phoenix | AZ | 05/2021 | 11/2021 |
| Redw Wealth Llc | Phoenix | AZ | 03/2022 | 08/2024 |
| Unemployed | Phoenix | AZ | 12/2021 | 02/2022 |
| Lpl Financial, Llc | Buffalo | NY | 08/2024 | 11/2025 |
| Sterling Investment Counsel, Llc | Buffalo | NY | 08/2024 | 11/2025 |
| Illumination Wealth Management | San Diego | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-06 |
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