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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-28 |
Branch Locations
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Boulder | CO | 04/2016 | 05/2020 |
| Finney's Crafthouse | San Luis Obispo | CA | 06/2022 | 09/2022 |
| Full Time Education | San Luis Obispo | CA | 09/2020 | 06/2021 |
| Unemployed | Boulder | CO | 06/2021 | 09/2021 |
| Murphy Farms | Boulder | CO | 05/2020 | 09/2020 |
| Full Time Education | San Luis Obispo | CA | 09/2021 | 06/2022 |
| Full Time Education | San Luis Obispo | CA | 09/2022 | 06/2023 |
| Murphy Farm | Boulder | CO | 06/2023 | 08/2023 |
| Full Time Education | San Luis Obispo | CA | 09/2023 | 06/2024 |
| Unemployed | San Francisco | CA | 07/2024 | 12/2024 |
| Charles Schwab & Co., Inc. | San Mateo | CA | 01/2025 | Present |
| Charles Schwab Bank, Ssb | San Mateo | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-26 |
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