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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-01 |
Branch Locations
11988 El Camino Real Suite 550, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 09/2019 | 10/2021 |
| Driven Brands, Inc. | Charlotte | NC | 08/2015 | 08/2019 |
| Charles Schwab & Co., Inc. | San Diego | CA | 08/2021 | Present |
| Schwab Wealth Advisory Inc | San Diego | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-21 |
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