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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-16 |
Branch Locations
16 Corporate Plaza Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Healthcare Reit | Irvine | CA | 10/2025 | 12/2025 |
| Uci Financial Aid Office | Irvine | CA | 01/2024 | 10/2025 |
| Charles Schwab | Orlando | FL | 06/2025 | 08/2025 |
| Full Time Education | Irvine | CA | 09/2022 | 06/2025 |
| Tehrani & Velez | Irvine | CA | 06/2023 | 10/2023 |
| Raising Canes | Downey | CA | 05/2020 | 06/2022 |
| Unemployed | Bellflower | CA | 02/2016 | 05/2020 |
| Charles Schwab & Co, Inc | Newport Beach | CA | 02/2026 | Present |
| Charles Schwab Bank, Ssb | Newport Beach | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-15 |
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