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10866 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-06 |
Branch Locations
10866 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024 • 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. | Phoenix | AZ | 07/2015 | 02/2017 |
| Charles Schwab Bank Ssb | Santa Monica | CA | 11/2016 | 08/2022 |
| Validus Capital Llc | El Segundo | CA | 09/2022 | 04/2024 |
| Charles Schwab & Co., Inc. | Santa Monica | CA | 02/2017 | 06/2018 |
| Charles Schwab & Co., Inc. | Santa Monica | CA | 06/2018 | 08/2022 |
| Hcr Wealth Advisors | Los Angeles | CA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-01 |
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