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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-13 |
Branch Locations
16 Corporate Plaza Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2024 | 04/2025 |
| Biestek Bail Bonds | Middletown | CT | 05/2012 | 12/2024 |
| Lyman Orchards Gold Club | Middlefield | CT | 09/2015 | 11/2024 |
| The Twin Eagles Golf Club | Naples | FL | 01/2023 | 05/2023 |
| Chapman University Academic Advising Office | Orange | CA | 01/2018 | 06/2018 |
| Houston's | Irvine | CA | 11/2017 | 12/2017 |
| Charles Schwab & Co.,Inc. | Newport Beach | CA | 05/2025 | Present |
| Charles Schwab & Co., Inc | Newport Beach | CA | 05/2025 | Present |
1) Underground Group | Investment Related:No|N/A|Los Angeles|CA|90046|USA|Advertising|Background Actor|10/1/2025|Less than 20|0|Working as a background actor for a series of ads for a lighting brand and designer of LED lighting solutions. ZERO financial services. This is simply acting/background acting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-11 |
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