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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vtg Llc | Vancouver | WA | 10/2023 | 04/2024 |
| Wildfin American Grill | Beaverton | OR | 09/2023 | 04/2024 |
| Oregon Restoration | Portland | OR | 02/2024 | 04/2024 |
| Fairwood Construction | Monroe | OR | 05/2024 | 07/2024 |
| Portland Golf Club | Portland | OR | 11/2024 | 03/2025 |
| Extended Travel | N/A | 08/2024 | 11/2024 | |
| Full Time Education | Portland | OR | 08/2022 | 05/2023 |
| Wright Way Emergency Services | North Venice | FL | 05/2023 | 09/2023 |
| Full Time Education | Portland | OR | 03/2015 | 08/2022 |
| Charles Schwab | Naples | FL | 03/2025 | Present |
| Charles Schwab Bank | Naples | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 2024-12-27 |
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