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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
4695 Macarthur Court 10Th Floor, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Irvine | CA | 03/2018 | 07/2026 |
| Paycom Software | Irvine | CA | 06/2017 | 03/2018 |
| Keller Williams Realty | Scottsdale | AZ | 07/2016 | 06/2017 |
| Arizona State University | Tempe | AZ | 08/2012 | 08/2017 |
| Charles Schwab Bank, Ssb | Irvine | CA | 01/2020 | 12/2024 |
| Schwab Wealth Advisory, Inc. | Irvine | CA | 12/2024 | 07/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: TAX AND FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-13 |
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