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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Post Falls | ID | 01/2016 | 09/2017 |
| Full Time Education | Post Falls | ID | 09/2017 | 09/2021 |
| Taco Bell | Coeur D'ALene | ID | 06/2018 | 09/2018 |
| Auction Depot | Hayden | ID | 05/2019 | 09/2021 |
| Full Time Education | Bismarck | ND | 09/2021 | 04/2025 |
| Knife River Concrete | Bismarck | ND | 05/2022 | 08/2022 |
| Northwestern Mutual - Internship | Bismarck | ND | 10/2024 | 02/2025 |
| Unemployed | Meridian | ID | 05/2025 | 03/2026 |
| Equitable Advisors, Llc. | New York | NY | 03/2026 | 06/2026 |
| Charles Schwab & Co., Inc. | Boise | ID | 06/2026 | Present |
| Charles Schwab Bank | Boise | ID | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-02 |
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