Kayla Lynn Loren

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-01-29

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Walsh College Of Accounting & Business Administration	Troy	MI	01/2018	09/2020
Renaissance Schaumburg Convention Center Hotel	Schaumburg	IL	03/2017	10/2020
Detroit Marriott Troy	Troy	MI	03/2017	10/2020
Jw Marriott Grand Rapids	Grand Rapids	MI	06/2015	03/2017
Charles Schwab & Co., Inc.	San Diego	CA	05/2021	Present
Unemployed	Novi	MI	10/2020	03/2021
Regus	Santa Rosa	CA	03/2021	04/2021
Charles Schwab Bank, Ssb	Corte Madera	CA	05/2021	01/2024
Schwab Wealth Advisory, Inc.	San Diego	CA	01/2024	Present

01/2018 → 09/2020

Walsh College Of Accounting & Business Administration

Troy, MI
03/2017 → 10/2020

Renaissance Schaumburg Convention Center Hotel

Schaumburg, IL
03/2017 → 10/2020

Detroit Marriott Troy

Troy, MI
06/2015 → 03/2017

Jw Marriott Grand Rapids

Grand Rapids, MI
05/2021 → Present

Charles Schwab & Co., Inc.

San Diego, CA
10/2020 → 03/2021

Unemployed

Novi, MI
03/2021 → 04/2021

Regus

Santa Rosa, CA
05/2021 → 01/2024

Charles Schwab Bank, Ssb

Corte Madera, CA
01/2024 → Present

Schwab Wealth Advisory, Inc.

San Diego, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-23
S63	Uniform Securities Agent State Law Examination	2021-11-17

Other Firms