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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-10 |
| CT | RA | APPROVED | 2025-12-15 |
Branch Locations
7777 Fay Ave Suite 105, La Jolla, CA 92037-4325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benson Properties Llc | San Luis Obispo | CA | 09/2024 | 07/2025 |
| Alex Madonna Gold Rush Steakhouse | San Luis Obispo | CA | 06/2024 | 10/2024 |
| Full Time Education | San Luis Obispo | CA | 09/2022 | 06/2025 |
| Charles Schwab & Co., Inc. | La Jolla | CA | 08/2025 | Present |
| Bobby Valentine's Sports Academy | Stamford | CT | 07/2019 | 02/2023 |
| Darien Ymca | Darien | CT | 07/2018 | 11/2021 |
| Full Time Education | Darien | CT | 08/2018 | 06/2022 |
| Full Time Education | Darien | CT | 08/2015 | 06/2018 |
| Charles Schwab Bank, Ssb | La Jolla | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-15 |
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