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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-18 |
Branch Locations
1704 Redwood Highway, Corte Madera, CA 94925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Windsor | CA | 02/2021 | 04/2022 |
| J.P. Morgan Securities Llc | Windsor | CA | 02/2021 | 04/2022 |
| Whole Foods | Sebastopol | CA | 07/2020 | 10/2021 |
| Ralphs | Long Beach | CA | 03/2020 | 05/2020 |
| Wok-N-Roll | Long Beach | CA | 01/2020 | 03/2020 |
| Whole Food | Santa Rosa | CA | 02/2019 | 07/2019 |
| Arby's | Rohnert Park | CA | 05/2016 | 03/2019 |
| Full Time Education | Long Beach | CA | 08/2019 | 12/2020 |
| Fidelity Investments | Larkspur | CA | 05/2022 | 12/2022 |
| Fidelity Investments | Larkspur | CA | 03/2025 | 03/2025 |
| Westamerica Bank | Santa Rosa | CA | 04/2025 | 12/2025 |
| Charles Schwab & Co., Inc. | Corte Madera | CA | 12/2025 | Present |
| Fidelity Investments | Larkspur | CA | 01/2023 | 06/2023 |
| Fidelity Investments | Larkpsur | CA | 07/2023 | 03/2025 |
| Charles Schwab Bank | Corte Madera | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
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