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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-19 |
Branch Locations
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hotel Los Gatos | Los Gatos | CA | 11/2019 | 08/2021 |
| R&C Brown Associates | Campbell | CA | 10/2020 | 01/2022 |
| Minio Inc | Palo Alto | CA | 01/2022 | 06/2022 |
| Related Companies | San Francisco | CA | 01/2023 | 03/2025 |
| Charles Schwab & Co., Inc. | San Mateo | CA | 03/2025 | Present |
| Full Time Education | Los Gatos | CA | 02/2015 | 11/2019 |
| Cu Denver Wellness Center | Denver | CO | 08/2022 | 07/2023 |
| Charles Schwab Bank | San Mateo | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-19 |
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