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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Phoenix | AZ | 02/2016 | 10/2017 |
| Charles Schwab Bank | Salt Lake City | UT | 08/2017 | 02/2019 |
| Fidelity Investments | Fort Collins | CO | 03/2022 | 05/2022 |
| Charles Schwab & Co., Inc | Eugene | OR | 10/2017 | 02/2019 |
| Charles Schwab & Co., Inc | Salt Lake City | UT | 02/2019 | 05/2021 |
| Unemployed | Fort Collins | CO | 05/2021 | 03/2022 |
| Casa Of Larimer County | Fort Collins | CO | 05/2022 | 05/2025 |
| Charles Schwab & Co., Inc. | Eugene | OR | 05/2025 | Present |
| Charles Schwab Bank, Ssb | Eugene | OR | 05/2025 | Present |
1) Rise Corp | Investment Related:No||Other|Case Manager|2025-04-07|20-40|0|My responsibilities are 1.) Engage in weekly group session with clients 2.) Engage in weekly 1on1s with each client 3.) Speak with all professionals the clients work with to provide a monthly, holistic report to the group home director & the county on what is going on with each client.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-21 |
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