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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-18 |
Branch Locations
27201 Puerta Real Suite 100, Mission Viejo, CA 92691-8570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Brea | CA | 05/2023 | Present |
| Charles Schwab Bank Ssb | Brea | CA | 05/2023 | Present |
| Anaheim Unified High School District | Anaheim | CA | 11/2022 | 05/2023 |
| Lbs Financial Credit Union - Lpl Financial | Cerritos | CA | 04/2020 | 11/2022 |
| Lbs Financial Credit Union | Westminster | CA | 06/2017 | 04/2020 |
| Unemployed | Downey | CA | 06/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-18 |
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