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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-06 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262-8104 • UNITED STATES
Coronado, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank | Coronado | CA | 07/2015 | 11/2017 |
| Unemployed | Kailua | HI | 11/2017 | 10/2018 |
| American Savings Bank | Waipahu | HI | 10/2018 | 01/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2018 | 01/2019 |
| Edward Jones | Kailua | HI | 02/2019 | 11/2019 |
| Raymond James Financial Services, Inc | Kailua | HI | 11/2019 | 10/2020 |
| Raymond James Financial Services Advisors | Kailua | HI | 11/2019 | 10/2020 |
| First Hawaiian Bank | Kailua | HI | 11/2019 | 10/2020 |
| Td Ameritrade | San Diego | CA | 05/2021 | 06/2024 |
| Unemployed | Coronado | CA | 11/2020 | 05/2021 |
| Charles Schwab & Co. | San Diego | CA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-16 |
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