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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-27 |
Branch Locations
16000 Ventura Boulevard Suite 102 & 1105, Encino, CA 91436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonalds | Staten Island | NY | 07/2016 | 10/2016 |
| Cairo University | Cairo | 09/2013 | 05/2017 | |
| Kfc | Buffalo | NY | 07/2017 | 05/2018 |
| Northwest Bank | Buffalo | NY | 05/2018 | 05/2022 |
| Lpl Financial Llc | Buffalo | NY | 01/2021 | 05/2022 |
| Stifel Financial | San Diego | CA | 05/2022 | 05/2023 |
| Charles Schwab & Co., Inc. | Encino | CA | 05/2023 | Present |
| Charles Schwab Bank, Ssb | Encino | CA | 05/2023 | Present |
1) Rental Property | Investment Related:No|10331 Lindley Ave Unit# 229|Porter Ranch|CA|91326|USA|Real Estate (Non-Agent/Broker)|Landlord |7/15/2025|Less than 20|0|I am renting my condo, I have a Property manager renting the condo for me, I don't have any responsibilities at all.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-12 |
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