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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-08 |
| CA | RA | APPROVED | 2018-06-25 |
Branch Locations
251 S. Lake Ave. Suite 150, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Pasadena | CA | 01/2015 | 05/2018 |
| Charles Schwab & Co., Inc. | Pasadena | CA | 05/2018 | Present |
| Charles Schwab Bank, Ssb | Pasadena | CA | 05/2018 | Present |
| Td Ameritrade Inc. | Pasadena | CA | 04/2023 | 06/2024 |
1) Self | Investment Related:No|511 1/2 E Lemon Ave|Monrovia|CA|91016|USA|Real Estate (Non-Agent/Broker)|Landlord|10/14/2020|Less than 20|0|I am a joint tenant with my parents on a duplex where we collect rent from the second unit. I reside in the primary unit.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-13 |
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