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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-25 |
Branch Locations
2900 Standiford Ave, Modesto, CA 95350 • United States
2175 Claribel Rd, Riverbank , CA 95367 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Modesto | CA | 07/2015 | 01/2024 |
| Charles Schwab Bank | Modesto | CA | 07/2015 | 01/2024 |
| Performance Advantage Baseball | Riverbank | CA | 08/2022 | Present |
| Feather & Fibers|Investment | Riverbank | CA | 02/2023 | Present |
| J.P. Morgan Securities Llc | Oakdale | CA | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Oakdale | CA | 01/2024 | Present |
Entity Name: Feather & Fibers Investment related: No Address: Riverbank, CA 95367 Nature of the other business: Bedroom Furnishing Position/Title/Relationship: Owner/Partner Start Date: 02/01/2023 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Make and design custom pillow covers. Entity Name: Performance Advantage Baseball Investment related: No Address: Riverbank, CA 95367 Nature of the other business: Sports Position/Title/Relationship: Owner/Partner Start Date: 08/01/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Non Profit baseball organization. Provides youth teams to participate in travel and league baseball. (1) Performance Advantage Baseball; Secretary/CFO; Start Date: 08/01/2022; Modesto, CA; Handle paperwork, taxes, payroll of coaches & business filings/forms; Generally less than 20 hours per month; 0 hours during sec trading; Not investment related. (2) Feather & Fibers|Investment Related:No|Upholestry|Owner|02-16-2023|Riverbank CA; HoursPerMonth:20-40|HoursSpentduringSecurityTrading:0|Sewing pillows, purchasing, & marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-20 |
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