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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cvs | Oakland | CA | 06/2019 | 04/2020 |
| Grand Lake Kitchen | Oakland | CA | 06/2020 | 05/2021 |
| Pomella | Oakland | CA | 06/2022 | 08/2022 |
| Blume Capital Management | Berkeley | CA | 06/2024 | 07/2024 |
| Office Of The Registrar | College Station | TX | 11/2024 | 05/2025 |
| Unemployed | Piedmont | CA | 06/2015 | 05/2019 |
| Full Time Education | Piedmont | CA | 05/2021 | 05/2022 |
| Full Time Education | College Station | TX | 09/2022 | 10/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-13 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-05 |
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