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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-17 |
Branch Locations
19499 Stevens Creek Blvd Suite 100, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allspring Global Investments | San Francisco | CA | 11/2021 | 02/2024 |
| Wells Fargo | San Francisco | CA | 06/2018 | 10/2021 |
| Wells Fargo | San Francisco | CA | 05/2002 | 05/2018 |
| Charles Schwab & Co., Inc. | Cupertino | CA | 10/2024 | Present |
| Unemployed | Palo Alto | CA | 03/2024 | 09/2024 |
| Charles Schwab Bank | Cupertino | CA | 10/2024 | Present |
1) NA - Passive Income (no LLC or corporate is set up) | Investment Related:No|Other|Landlord|12/1/2009|Less than 20|0.0001|I received passive income from my rental properties as landlord along with my husband who's also a landlord and owner of the properties. My husband is the main person taking care of the properties. I will review annual property lease agreement and sign with tenants along with my husband.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-15 |
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