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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-28 |
Branch Locations
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bellevue | WA | 01/2025 | Present |
| Boeing | Everett | WA | 12/2023 | 01/2025 |
| Kaizen Financial Advisors, Llc | Kirkland | WA | 01/2021 | 11/2023 |
| The Cheesecake Factory | Lynnwood | WA | 08/2018 | 01/2021 |
| Kosta's Mediterranean Cuisine | Mukilteo | WA | 01/2016 | 08/2018 |
| Charles Schwab Bank, Ssb | Bellevue | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-28 |
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