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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 2025-10-18
  • CA RA
    APPROVED
    Since 2025-10-18

Branch Locations

240 Third Street Suite 100, Los Altos, CA 94022-3617 • 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
Popi's Oysterette San Francisco CA 03/2025 05/2025
Andale Management Group Inc. Los Gatos CA 03/2023 05/2025
Pacific Coast Hideaway Llc San Juan Capistrano CA 06/2021 02/2023
Sundrop Vintage Co San Clemente CA 02/2018 10/2021
Left Coast Brewing Company San Clemente CA 01/2019 06/2019
Charles Schwab & Co., Inc. Westlake TX 06/2025 Present
Full Time Education Mission Viejo CA 08/2016 12/2017
  • 03/2025 → 05/2025
    Popi's Oysterette
    San Francisco, CA
  • 03/2023 → 05/2025
    Andale Management Group Inc.
    Los Gatos, CA
  • 06/2021 → 02/2023
    Pacific Coast Hideaway Llc
    San Juan Capistrano, CA
  • 02/2018 → 10/2021
    Sundrop Vintage Co
    San Clemente, CA
  • 01/2019 → 06/2019
    Left Coast Brewing Company
    San Clemente, CA
  • 06/2025 → Present
    Westlake, TX
  • 08/2016 → 12/2017
    Full Time Education
    Mission Viejo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-17
  • S66 Uniform Combined State Law Examination
    2025-10-17

View on SEC IAPD

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