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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-24 |
Branch Locations
6250 Topanga Canyon Blvd Suite 1545, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Port Hueneme | CA | 04/2025 | 04/2025 |
| Factset | Los Angeles | CA | 10/2025 | 11/2025 |
| Integrated Control Systems, Inc. | La Vergne | TN | 02/2023 | 05/2023 |
| American Riviera Bank | Santa Barbara | CA | 06/2022 | 09/2022 |
| Charles Schwab & Co., Inc. | Woodland Hills | CA | 01/2026 | Present |
| Unemployed | Oxnard | CA | 05/2025 | 10/2025 |
| Unemployed | Oxnard | CA | 05/2023 | 04/2025 |
| Unemployed | Oxnard | CA | 01/2016 | 06/2022 |
| Unemployed | Oxnard | CA | 09/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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