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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-08 |
Branch Locations
275 Los Gatos-Saratoga Rd., Los Gatos, CA 95030 • United States
30 South First Street, Campbell, CA 95008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Los Gatos | CA | 12/2020 | Present |
| Td Ameritrade, Inc. | Omaha | NE | 06/2019 | 12/2020 |
| Charles Schwab Bank Ssb | Los Gatos | CA | 12/2020 | Present |
| San Jose State University | San Jose | CA | 01/2019 | 11/2019 |
| Us Bank | Cupertino | CA | 11/2019 | 06/2020 |
| Michelle Flamm | Los Gatos | CA | 06/2010 | Present |
1. Personal /Household Service, Licensed Cosmetologist, No invested related 110 S Santa Cruz Ave, Los Gatos, CA 95030, start date 06/20/2008 as an employee, 06/2010 as a sole proprietor or "chair rental." I provide service such as haircut and hair coloring for a few regular clients, Hours per month less than 20 2. Michelle Flamm|Investment Related: No| Real Estate (Non-Agent/Broker)|Owner|2011-06-11|Hours Per Month:|Hours Spent during Security Trading: 0|Keep single family homes rented.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
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