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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-10 |
Branch Locations
2407 Porter St Suite 100, Soquel, CA 95073-2476 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Irvine | CA | 10/2020 | 09/2021 |
| Student | Irvine | CA | 03/2010 | 06/2021 |
| Northwestern Mutual Investment Services Llc | Irvine | CA | 02/2022 | 03/2024 |
| La Costa Mariscos | Bakersfield | CA | 04/2018 | 02/2019 |
| Fidelity Investments | Monterey | CA | 04/2024 | 01/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2022 | 03/2024 |
| Toca Football | Costa Mesa | CA | 01/2020 | 06/2020 |
| Chipotle Mexican Grill | Bakersfield | CA | 04/2017 | 09/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 03/2024 |
| Northwestern Mutual Investment Services Llc | Irvine | CA | 10/2020 | 03/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | 01/2026 |
| Charles Schwab & Co.,Inc | Soquel | CA | 02/2026 | Present |
| Charles Schwab Bank | Soquel | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-23 |
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