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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-03 |
Branch Locations
19499 Stevens Creek Blvd Suite 100, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | San Jose | CA | 11/2019 | 07/2025 |
| Glory Global Trade & Investment Inc | Millbrae | CA | 11/2015 | 10/2019 |
| Charles Schwab & Co., Inc | Cupertino | CA | 08/2025 | Present |
| Charles Schwab Bank, Ssb | Cupertino | CA | 08/2025 | Present |
1) In Home Service Support | Investment Related:No||Healthcare Services|in home service support |2025-06-23|20-40|1.5|in home service support to take care of family member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-09 |
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