Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-28
  • WA RA
    APPROVED
    Since 2026-01-28

Branch Locations

11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • 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
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
  • 01/2025 → Present
    Bellevue, WA
  • 12/2023 → 01/2025
    Boeing
    Everett, WA
  • 01/2021 → 11/2023
    Kaizen Financial Advisors, Llc
    Kirkland, WA
  • 08/2018 → 01/2021
    The Cheesecake Factory
    Lynnwood, WA
  • 01/2016 → 08/2018
    Kosta's Mediterranean Cuisine
    Mukilteo, WA
  • 01/2025 → Present
    Charles Schwab Bank, Ssb
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-28
  • S66 Uniform Combined State Law Examination
    2026-01-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor