Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-16
  • CA RA
    APPROVED
    Since 2026-03-16

Branch Locations

826 Wilshire Blvd., Santa Monica, CA 90401-1810 • United States

16000 Ventura Boulevard Suite 102 & 1105, Encino, CA 91436 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chipotle Thousand Oaks CA 12/2016 06/2017
Jersey Mikes Thousand Oaks CA 09/2017 05/2018
Jamba Juice Thousand Oaks CA 10/2017 05/2018
Calamigos Ranch Malibu CA 04/2018 06/2019
Calamigos Ranch Malibu CA 06/2019 03/2021
Calamigos Ranch Malibu CA 05/2021 09/2021
Wells Fargo Isla Vista CA 09/2022 05/2023
Rosewood Miramar Beach Montecito CA 07/2023 05/2024
Charles Schwab & Co., Inc. Santa Monica CA 11/2024 Present
Full Time Education Goleta CA 05/2024 11/2024
Full Time Education Westlake Village CA 06/2017 09/2017
Full Time Education Westlake Village CA 08/2014 06/2018
Full Time Education Santa Barbara CA 09/2021 09/2022
Charles Schwab Bank, Ssb Santa Monica CA 11/2024 Present
  • 12/2016 → 06/2017
    Chipotle
    Thousand Oaks, CA
  • 09/2017 → 05/2018
    Jersey Mikes
    Thousand Oaks, CA
  • 10/2017 → 05/2018
    Jamba Juice
    Thousand Oaks, CA
  • 04/2018 → 06/2019
    Calamigos Ranch
    Malibu, CA
  • 06/2019 → 03/2021
    Calamigos Ranch
    Malibu, CA
  • 05/2021 → 09/2021
    Calamigos Ranch
    Malibu, CA
  • 09/2022 → 05/2023
    Wells Fargo
    Isla Vista, CA
  • 07/2023 → 05/2024
    Rosewood Miramar Beach
    Montecito, CA
  • 11/2024 → Present
    Santa Monica, CA
  • 05/2024 → 11/2024
    Full Time Education
    Goleta, CA
  • 06/2017 → 09/2017
    Full Time Education
    Westlake Village, CA
  • 08/2014 → 06/2018
    Full Time Education
    Westlake Village, CA
  • 09/2021 → 09/2022
    Full Time Education
    Santa Barbara, CA
  • 11/2024 → Present
    Charles Schwab Bank, Ssb
    Santa Monica, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-13
  • S66 Uniform Combined State Law Examination
    2026-03-13

View on SEC IAPD

More in Santa Monica, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor