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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-11 |
Branch Locations
900 Chapala St. Suite 100, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Barbara | CA | 08/2019 | 01/2021 |
| Robinsoak Management, Llc | New York | NY | 09/2017 | 08/2019 |
| Un Sustainable Development Solutions Network | New York | NY | 02/2017 | 08/2017 |
| New York University | New York | NY | 01/2016 | 12/2018 |
| Charles Schwab & Co., Inc. | Santa Barbara | CA | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Santa Barbara | CA | 01/2022 | Present |
| Unemployed | Santa Barbara | CA | 01/2021 | 09/2021 |
| Robinsoak Management, Llc | Santa Barbara | CA | 09/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-15 |
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