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1861 California Avenue Suite 101, Corona, CA 92881 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-10 |
| TX | RA | APPROVED | 2024-07-10 |
Branch Locations
1861 California Avenue Suite 101, Corona, CA 92881 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Diego | CA | 11/2016 | 07/2022 |
| Schwab Wealth Advisory Inc. | San Diego | CA | 07/2022 | 06/2024 |
| Charles Schwab & Co., Inc. | San Diego | CA | 09/2016 | 06/2024 |
| Pacific Capital | Corona | CA | 05/2024 | Present |
| Morgan's Bonsai | San Diego | CA | 05/2024 | Present |
| Pacific Capital | Corona | CA | 07/2024 | Present |
Morgan's Bonsai; No; San Diego, CA; Retail; Owner; 05/2024; 7/ Hrs Mo; 0/ Hrs Mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-21 |
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