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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Financial | Everett | WA | 05/2024 | 03/2025 |
| Grand Canyon Education | Phoenix | AZ | 03/2023 | 12/2023 |
| Costco Wholesale | Issaquah | WA | 05/2022 | 08/2022 |
| Sorci's Italian Cafe | Sumner | WA | 05/2022 | 08/2022 |
| Wesley Homes Retirement Facility | Auburn | WA | 09/2020 | 08/2021 |
| Unemployed | Everett | WA | 01/2024 | 05/2024 |
| Full Time Education | Bonney Lake | WA | 05/2015 | 08/2020 |
| Full Time Education | Phoenix | AZ | 09/2022 | 02/2023 |
| Full Time Education | Phoenix | AZ | 09/2021 | 04/2022 |
| Charles Schwab & Co., Inc | Seattle | WA | 05/2025 | Present |
| Charles Schwab Bank | Seattle | WA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-11 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
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