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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-02 |
Branch Locations
19020 33Rd Ave West Suite 100, Lynnwood, WA 98036-4746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Seattle | WA | 01/2019 | 04/2022 |
| First Tech Federal Credit Union | Seattle | WA | 04/2017 | 01/2019 |
| Nordstrom Federal Credit Union | Seattle | WA | 07/2016 | 04/2017 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 01/2019 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 09/2022 | 02/2025 |
| Charles Schwab & Co., Inc. | Lynnwood | WA | 02/2025 | Present |
| Unemployed | Kenmore | WA | 05/2022 | 08/2022 |
| Charles Schwab Bank, Ssb | Lynnwood | WA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-15 |
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