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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
| IN | RA | APPROVED | 2025-12-03 |
Branch Locations
8332 Woodfield Crossing Blvd., Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | San Diego | CA | 09/2019 | 10/2021 |
| American International Group | San Diego | CA | 07/2006 | 10/2018 |
| Unemployed | San Diego | CA | 10/2018 | 09/2019 |
| The Prudential Insurance Company Of America | San Diego | CA | 02/2020 | 10/2021 |
| Fidelity Investments | Salt Lake City | UT | 10/2021 | 01/2024 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 06/2024 | 11/2024 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 11/2024 | Present |
| Unemployed | San Diego | CA | 01/2024 | 06/2024 |
| Charles Schwab Bank, Ssb | Bend | OR | 11/2024 | 11/2025 |
| Schwab Wealth Advisory, Inc. | Indianapolis | IN | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-16 |
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