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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-25 |
Branch Locations
11988 El Camino Rea Suite 550, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 03/2025 | 06/2026 |
| Full Time Education | La Mesa | CA | 03/2015 | 06/2020 |
| Full Time Education | Tempe | AZ | 06/2020 | 05/2023 |
| See's Candies | La Mesa | CA | 10/2020 | 12/2020 |
| Vineyard Vines | San Diego | CA | 06/2021 | 08/2021 |
| Sun Devil Athletics | Tempe | AZ | 08/2021 | 02/2023 |
| The Phoenician | Scottsdale | AZ | 02/2023 | 03/2023 |
| The Salvation Army Kroc Center-San Diego | San Diego | CA | 06/2022 | 08/2024 |
| San Diego Gulls | San Diego | CA | 09/2023 | 06/2024 |
| Barton Associates | Tempe | AZ | 09/2024 | 03/2025 |
| Charles Schwab & Co., Inc. | San Diego | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-26 |
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