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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-31 |
Branch Locations
200 Fourth Street Suite 100, Santa Rosa, CA 95401-6213 • United States
935 Franklin Street, Napa, CA 94559 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Santa Rosa | CA | 08/2019 | Present |
| Walmart | Hickory Creek | TX | 07/2014 | 12/2016 |
| Jp Morgan Chase | Flower Mound | TX | 11/2016 | 05/2018 |
| Independent Bank | Mckinney | TX | 05/2018 | 08/2018 |
| Independent Bank | Coppell | TX | 08/2018 | 08/2019 |
| University Of North Texas | Denton | TX | 08/2016 | 05/2019 |
| Charles Schwab Bank, Ssb | Santa Rosa | CA | 05/2021 | Present |
1) Ayezah Holmes - Notary | Investment Related:No|Other|Notary |9/2/2022|Less than 20|2|notarize documents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
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