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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-25 |
Branch Locations
438 East El Camino Real, Sunnyvale, CA 94087-1938 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Menlo Park | CA | 11/2019 | 04/2022 |
| Bcforward | Mountaun View | CA | 08/2018 | 11/2019 |
| Uc Davis Department Of Geology | Fairbanks | AK | 08/2017 | 09/2017 |
| Street Coolers | Syndey | 09/2016 | 12/2016 | |
| Charles Schwab Bank, Ssb | Menlo Park | CA | 11/2019 | 04/2022 |
| E*Trade Securities Llc | Menlo Park | CA | 04/2022 | 09/2023 |
| E*Trade Capital Management Llc | Menlo Park | CA | 04/2022 | 09/2023 |
| Morgan Stanley | Menlo Park | CA | 03/2023 | 01/2024 |
| Charles Schwab & Co., Inc. | Sunnyvale | CA | 01/2024 | Present |
| Charles Schwab Bank, Ssb | Sunnyvale | CA | 01/2024 | Present |
| N/A | Davis | CA | 09/2013 | 06/2018 |
1) Rental Property | Investment Related:No|2321 Eagle Court |Rocklin|CA|95677|USA|Real Estate (Non-Agent/Broker)|Owner|12/1/2023|Less than 20|0|I own a rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-06 |
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