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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Irvine | CA | 05/2026 | Present |
| Schwab Wealth Advisor | Irvine | CA | 05/2026 | Present |
| Unemployed | Long Beach | CA | 01/2026 | 04/2026 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2019 | 06/2022 |
| Yelp Inc. | Scottsdale | AZ | 07/2018 | 05/2019 |
| Uc Merced School Of Social Sciences, Humanities, And Arts | Merced | CA | 08/2017 | 05/2018 |
| Beneficial State Bank | Fresno | CA | 06/2017 | 08/2017 |
| Uc Merced Housing And Residence Life | Merced | CA | 08/2016 | 08/2017 |
| Full Time Education | Merced | CA | 08/2014 | 05/2018 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 07/2019 | 06/2022 |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 06/2022 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-03 |
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