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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-22 |
Branch Locations
240 Third Street Suite 100, Los Altos, CA 94022-3617 • United States
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Mateo | CA | 06/2021 | Present |
| R.E. Edwards Associates Inc. | Pleasanton | CA | 08/2018 | 06/2020 |
| State Farm Insurance | Santa Clara | CA | 08/2013 | 08/2018 |
| Unemployed | Fremont | CA | 06/2020 | 06/2021 |
| E2K Events & Entertainment | Mountain View | CA | 08/2011 | Present |
| Charles Schwab Bank, Ssb | San Mateo | CA | 06/2021 | Present |
1) e2k Events and Entertainment | Investment Related:No|445 North Whisman Road, Suite 100|Mountain View|CA|94043|USA|Entertainment Venues/Theaters|49ers Touchdown Team Captain|8/13/2011|Less than 20|0|I am a contract employee for e2k. I am the captain of the San Francisco 49ers Touchdown Team. I design the routes the group of flag runners that lead the team out of the tunnel during player introductions run as well as the routes that are run for touchdown celebrations. This position does not have any finance related elements to it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-22 |
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