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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-09-15 |
Branch Locations
400 Westlake Ave N Suite 110, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 01/2020 | 07/2022 |
| Lobosco Consulting, Llc | Mercer Island | WA | 12/2014 | 01/2020 |
| Bank Of America, N.A. | Bellevue | WA | 02/2020 | 07/2022 |
| Charles Schwab Bank, Ssb | Seattle | WA | 07/2022 | Present |
| Charles Schwab & Co., Inc. | Seattle | WA | 07/2022 | Present |
1) Landing Town Homes Owners Association | Investment Related:No|Other|Secretary|9/12/2025|Less than 20|0|Board officer responsible for communications and records. Vote on a annual budget of approx $60K. No investment-related decision or discussions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-16 |
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