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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Campbell | CA | 04/2025 | Present |
| Cima Fundmaster | Menlo Park | CA | 08/2024 | 02/2025 |
| Unemployed | San Carlos | CA | 07/2023 | 08/2024 |
| Full Time Education | San Luis Obispo | CA | 08/2020 | 07/2023 |
| Full Time Education | Santa Barbara | CA | 09/2018 | 08/2020 |
| Full Time Education | Atherton | CA | 09/2014 | 07/2018 |
| Charles Schwab Bank | Campbell | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-21 |
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