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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-22 |
Branch Locations
2600 East Bidwell Street Suite 130, Folsom, CA 95630 • United States
525 Fulton Avenue, Sacramento, CA 95825-4812 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Datatel Solutions | Roseville | CA | 10/2011 | 10/2022 |
| Primerica Financial Services | Roseville | CA | 10/2014 | 11/2022 |
| Pfs Investments Inc. | Roseville | CA | 04/2015 | 11/2022 |
| Equitable Advisors, Llc | New York | NY | 11/2022 | 11/2023 |
| Unemployed | Sacramento | CA | 11/2023 | 02/2024 |
| Charles Schwab & Co., Inc. | Folsom | CA | 02/2024 | Present |
| Charles Schwab Bank, Ssb | Folsom | CA | 02/2024 | Present |
1) Rental Property|Investment Related: No|6502 Mauana Way, Citrus Heights, CA , 95610, USA|Real Estate (Non-Agent/Broker)|Owner|5/28/2019|Less than 20 hour/month - 0 during trading hours|Maintain Property, Collect Rent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-14 |
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