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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-24 |
Branch Locations
100 Clock Tower Place Suite100, Carmel, CA 93923-8771 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | New York | NY | 03/2017 | 07/2017 |
| Northwestern Mutual Investment Services Llc | San Francisco | CA | 01/2018 | 10/2018 |
| Adam David Seiden | New York | NY | 05/2016 | 12/2016 |
| Michael Byrne | San Francisco | CA | 01/2018 | 10/2018 |
| Adam David Seiden | New York | NY | 12/2016 | 07/2017 |
| Michael Byrne | San Francisco | CA | 07/2017 | 01/2018 |
| Regency Investment Advisors Inc. | Fresno | CA | 11/2018 | 06/2021 |
| Hub Investment Partners, Llc | Austin | TX | 06/2021 | 08/2024 |
| Charles Schwab & Co., Inc. | Carmel | CA | 08/2024 | Present |
| Schwab Wealth Advisory, Inc. | San Francisco | CA | 08/2024 | 05/2025 |
| Charles Schwab Bank, Ssb | Carmel | CA | 05/2025 | Present |
1) Rental income | Investment Related:No|7078 Moon Way |Tracy|CA|95377|USA|Real Estate (Non-Agent/Broker)|N/A|8/30/2025|Less than 20|0|rental property, not financial services or investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-20 |
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