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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-14 |
Branch Locations
1186 Roseville Parkway Suite 180, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Campbell | CA | 07/2019 | 05/2023 |
| J.P. Morgan Securities, Llc. | Campbell | CA | 07/2019 | 05/2023 |
| Pizza Hut | Colleyville | TX | 04/2013 | 01/2019 |
| Graves Roofing | Rockwall | TX | 05/2016 | 05/2017 |
| Papa Johns | Rockwall | TX | 08/2015 | 09/2016 |
| Unemployed | Rockwall | TX | 05/2019 | 06/2019 |
| Jimmy Johns | Denton | TX | 05/2015 | 03/2019 |
| Charles Schwab & Co., Inc | Roseville | CA | 06/2023 | Present |
| Charles Schwab Banks Ssb | Roseville | CA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-12 |
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