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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-08
  • CA RA
    APPROVED
    Since 2025-09-08

Branch Locations

134 East Huntington Drive Suite A, Arcadia, CA 91006 • 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
Citibank Monterey Park CA 08/2023 12/2024
Exp Realty Alhambra CA 11/2022 08/2023
Umeken Cerritos CA 11/2020 05/2021
California State University Of Long Beach Long Beach CA 10/2018 02/2020
Full Time Education Long Beach CA 08/2018 05/2022
Unemployed N/A CA 03/2020 10/2020
Unemployed N/A CA 06/2022 10/2022
Charles Schwab & Co., Inc. Arcadia CA 01/2025 Present
Full Time Education Alhambra CA 08/2014 05/2018
Charles Schwab Bank, Ssb Arcadia CA 01/2025 Present
  • 08/2023 → 12/2024
    Citibank
    Monterey Park, CA
  • 11/2022 → 08/2023
    Exp Realty
    Alhambra, CA
  • 11/2020 → 05/2021
    Umeken
    Cerritos, CA
  • 10/2018 → 02/2020
    California State University Of Long Beach
    Long Beach, CA
  • 08/2018 → 05/2022
    Full Time Education
    Long Beach, CA
  • 03/2020 → 10/2020
    Unemployed
    N/A, CA
  • 06/2022 → 10/2022
    Unemployed
    N/A, CA
  • 01/2025 → Present
    Arcadia, CA
  • 08/2014 → 05/2018
    Full Time Education
    Alhambra, CA
  • 01/2025 → Present
    Charles Schwab Bank, Ssb
    Arcadia, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-08
  • S66 Uniform Combined State Law Examination
    2025-09-08

View on SEC IAPD

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