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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-26 |
Branch Locations
438 East El Camino Real, Sunnyvale, CA 94087-1938 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stingray Volleyball Club | San Jose | CA | 01/2016 | 06/2018 |
| Pizza Hut | San Jose | CA | 06/2018 | 08/2018 |
| Americorps / Student Conservation Association | Prather | CA | 06/2024 | 09/2024 |
| Sports Basement | Campbell | CA | 09/2025 | Present |
| Unemployed | El Dorado Hills | CA | 09/2024 | 08/2025 |
| Unemployed | San Jose | CA | 08/2018 | 06/2024 |
| Charles Schwab & Co., Inc. | Sunnyvale | CA | 11/2025 | Present |
| Charles Schwab Bank, Ssb | Sunnyvale | CA | 11/2025 | Present |
1) Sports Basement | Investment Related:No|1875 S Bascom Ave|Retail|Staff|2025-08-04|20-40|0|Assisting customers as they shop within the store. My duties include greeting customers, answering questions related to ski and snow merchandise, store policies, and locating items for customers. There are no financial service or investment related responsibilities., 2) Fantasy Five | Investment Related:No||Other|Co-created / Owner|2025-04-01|Less than 20|0|Co-creator and Owner of a TikTok account where we discuss non-security related topics including pop culture trends, fictional scenarios, as well as topic rankings (EXP. top 5 movies of the 2010s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-26 |
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