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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-21 |
Branch Locations
1231 S. California Blvd, Walnut Creek, CA 94596-5122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Walnut Creek | CA | 12/2021 | 12/2022 |
| Aerotek (Td Ameritrade, Inc.) | Walnut Creek | CA | 06/2021 | 12/2021 |
| Associated Students, Inc. | San Luis Obispo | CA | 01/2021 | 05/2021 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 10/2020 | 12/2020 |
| New Student & Transition Programs | San Luis Obispo | CA | 11/2019 | 10/2020 |
| Cea Study Abroad | Florence | 08/2019 | 11/2019 | |
| New Student & Transition Programs | San Luis Obispo | CA | 05/2019 | 08/2019 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 01/2019 | 05/2019 |
| Pacific Sunwear | Brentwood | CA | 06/2018 | 01/2019 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 06/2017 | 06/2018 |
| Heritage High School | Brentwood | CA | 06/2013 | 06/2017 |
| Charles Schwab And Co., Inc. | Walnut Creek | CA | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Walnut Creek | CA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-11 |
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