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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-18 |
| CA | RA | APPROVED | 2024-04-17 |
Branch Locations
24085 El Toro Road Floor 2, Laguna Hills, CA 92653 • United States
27888 Santa Margarita Pkwy, Mission Viejo, CA 92691 • United States
14282 Culver Dr, Irvine, CA 92604 • United States
24085 El Toro Road, Laguna Hills, CA 92653 • United States
6875 Quail Hill Parkway, Irvine, CA 92603 • United States
8593 Irvine Center Drive, Irvine, CA 92618 • United States
27752 Vista Del Lago, Mission Viejo, CA 92692 • United States
3978 Barranca Parkway, Irvine, CA 92606 • United States
5392 Walnut Ave, Irvine, CA 92604 • United States
15275 Culver Dr, Irvine, CA 92604 • United States
23992 Alicia Pkwy, Mission Viejo, CA 92691 • United States
25112 Marguerite Pkwy, Mission Viejo, CA 92692 • United States
2244 Barranca Pkwy, Irvine, CA 92606 • United States
26791 Portola Pkwy, Foothill Ranch, CA 92610 • United States
21731 Lake Forest Dr , Ste 103, Lake Forest, CA 92630 • United States
4800 Barranca Pkwy, Irvine, CA 92604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Albuquerque | NM | 09/2011 | 02/2024 |
| Charles Schwab Bank | Albuquerque | NM | 09/2011 | 02/2024 |
| Td Ameritrade, Inc. | Albuquerque | NM | 03/2022 | 12/2023 |
| J.P. Morgan Securities Llc | Irvine | CA | 04/2024 | Present |
| Unemployed | Chula Vista | CA | 03/2024 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-10 |
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