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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-24 |
| NV | RA | APPROVED | 2025-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Topmark Funding Llc | Roseville | CA | 07/2021 | 01/2025 |
| Infinity Energy Llc | Rocklin | CA | 03/2018 | 07/2021 |
| College Works Paints | Irvine | CA | 01/2018 | 03/2018 |
| California Family Fitness | Rocklin | CA | 06/2016 | 09/2017 |
| Sacramento State University | Sacramento | CA | 08/2016 | 05/2021 |
| Equitable Advisors Llc | New York City | NY | 01/2025 | 05/2025 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2025 | Present |
| Charles Schwab Bank, Ssb | Henderson | NV | 06/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-20 |
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