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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-27 |
Branch Locations
6250 Topanga Canyon Blvd Suite 1545, Woodland Hills, CA 91367 • United States
650 S Westlake Boulevard, Thousand Oaks, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Canoga Park | CA | 11/2019 | 03/2025 |
| J.P. Morgan Securities Llc | Canoga Park | CA | 11/2019 | 03/2025 |
| Wells Fargo Bank, N.A. | Northridge | CA | 03/2017 | 11/2019 |
| Information Forecast, Inc. | Woodland Hills | CA | 06/2015 | 03/2017 |
| Premier America Wealth Management Group | Chatsworth | CA | 03/2025 | 02/2026 |
| Lpl Financial | Chatsworth | CA | 03/2025 | 02/2026 |
| Unemployed | Woodland Hills | CA | 02/2026 | 03/2026 |
| Charles Schwab & Co., Inc. | Thousand Oaks | CA | 03/2026 | Present |
| Charles Schwab Bank, Ssb | Thousand Oaks | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-02 |
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