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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 2026-01-16
  • CA RA
    APPROVED
    Since 2026-01-16

Branch Locations

3421 E. Imperial Highway Suite E-1, Brea, CA 92823 • 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
Unemployed Villa Park CA 10/2015 04/2019
Da Bianca Trattoria Orange CA 04/2019 12/2022
Unemployed Villa Park CA 12/2022 05/2023
Target Orange CA 05/2023 08/2024
Baylor University Waco TX 08/2023 12/2024
Baylor University Waco TX 01/2025 05/2025
Charles Schwab & Co, Inc Brea CA 06/2025 Present
Charles Schwab Bank, Ssb Brea CA 06/2025 Present
  • 10/2015 → 04/2019
    Unemployed
    Villa Park, CA
  • 04/2019 → 12/2022
    Da Bianca Trattoria
    Orange, CA
  • 12/2022 → 05/2023
    Unemployed
    Villa Park, CA
  • 05/2023 → 08/2024
    Target
    Orange, CA
  • 08/2023 → 12/2024
    Baylor University
    Waco, TX
  • 01/2025 → 05/2025
    Baylor University
    Waco, TX
  • 06/2025 → Present
    Brea, CA
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Brea, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-15
  • S66 Uniform Combined State Law Examination
    2026-01-15

View on SEC IAPD

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