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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED_RES | 2025-07-01 |
Branch Locations
600 West Broadway Suite 2800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Diego | CA | 11/2021 | 10/2023 |
| Charles Schwab Bank, Ssb | San Diego | CA | 11/2021 | 10/2023 |
| Vector Marketing/Cutco | San Diego | CA | 07/2017 | 08/2017 |
| California State University Fullerton | Fullerton | CA | 02/2019 | 08/2019 |
| Northwestern Mutual | Newport Beach | CA | 07/2020 | 10/2020 |
| Jolly Good Consulting/Navix | San Diego | CA | 05/2019 | 08/2020 |
| California State University Fullerton | Fullerton | CA | 08/2017 | 05/2021 |
| Local Greens | Solana Beach | CA | 02/2016 | 07/2017 |
| U.S. Bancorp Investments, Inc. | San Diego | CA | 10/2023 | 11/2024 |
| Ubs Financial Services, Inc | San Diego | CA | 04/2025 | Present |
| Torrey Pines High School | San Diego | CA | 01/2015 | 06/2017 |
| Unemployed | San Diego | CA | 11/2024 | 04/2025 |
| Unemployed | San Diego | CA | 05/2021 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-29 |
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