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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-09 |
Branch Locations
2029 Century Park East Suite 940, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Los Angeles | CA | 11/2019 | Present |
| Charles Schwab Bank, Ssb | Santa Barbara | CA | 11/2019 | 12/2024 |
| Mindbody | San Luis Obispo | CA | 01/2017 | 05/2017 |
| Enterprise | Paso Robles | CA | 05/2017 | 01/2019 |
| Blakeslee & Blakeslee | San Luis Obispo | CA | 01/2019 | 08/2019 |
| California State University Chico | Chico | CA | 08/2014 | 12/2016 |
| Schwab Wealth Advisory, Inc. | Los Angeles | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-25 |
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