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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 2026-03-30
  • CA RA
    APPROVED
    Since 2026-03-30

Branch Locations

525 Fulton Avenue, Sacramento, CA 95825-4812 • 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. Roseville CA 03/2025 Present
Extended Travel Sacramento CA 11/2024 03/2025
Wok In The Park Llc Sacramento CA 09/2022 11/2024
Full Time Education Newport Beach CA 08/2015 06/2019
Full Time Education Sacramento CA 08/2019 05/2024
Zocalo Sacramento CA 02/2021 12/2021
Fathom Company Llc Sacramento CA 04/2022 06/2022
3 Suns Llc Sacramento CA 09/2024 11/2024
Charles Schwab Bank, Ssb Roseville CA 03/2025 Present
  • 03/2025 → Present
    Roseville, CA
  • 11/2024 → 03/2025
    Extended Travel
    Sacramento, CA
  • 09/2022 → 11/2024
    Wok In The Park Llc
    Sacramento, CA
  • 08/2015 → 06/2019
    Full Time Education
    Newport Beach, CA
  • 08/2019 → 05/2024
    Full Time Education
    Sacramento, CA
  • 02/2021 → 12/2021
    Zocalo
    Sacramento, CA
  • 04/2022 → 06/2022
    Fathom Company Llc
    Sacramento, CA
  • 09/2024 → 11/2024
    3 Suns Llc
    Sacramento, CA
  • 03/2025 → Present
    Charles Schwab Bank, Ssb
    Roseville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-30
  • S66 Uniform Combined State Law Examination
    2026-03-30

View on SEC IAPD

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