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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-05 |
Branch Locations
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States
74 River St, Santa Cruz, CA 95060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | San Francisco | CA | 11/2007 | 05/2018 |
| The Benchmark Company, Llc | New Yorl | NY | 11/2022 | 01/2024 |
| Self Employed | Santa Cruz | CA | 06/2018 | 11/2022 |
| Charles Schwab & Co., Inc. | Soquel | CA | 01/2024 | 02/2025 |
| Charles Schwab Bank, Ssb | Soquel | CA | 01/2024 | 02/2025 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 08/2025 | Present |
| Unemployed | Santa Cruz | CA | 02/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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