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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-09 |
Branch Locations
7777 Fay Ave Suite 105, La Jolla, CA 92037-4325 • United States
7510 Hazard Center Dr. Suite 407, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pebble Beach Resorts | Pebble Beach | CA | 06/2014 | 08/2017 |
| Asset Campus Housing | Eugene | OR | 08/2017 | 08/2018 |
| University Of Oregon Office Of | Eugene | OR | 02/2018 | 10/2019 |
| Sail Program At The University | Eugene | OR | 08/2018 | 02/2019 |
| Hilton Garden Inn | Springfield | OR | 02/2019 | 10/2019 |
| Concorde Career College | San Diego | CA | 11/2019 | 09/2021 |
| Td Ameritrade | San Diego | CA | 09/2021 | 09/2023 |
| Charles Schwab & Co., Inc. | San Diego | CA | 09/2023 | Present |
| Charles Schwab Bank, Ssb | San Diego | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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