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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 2026-06-26
  • CA RA
    APPROVED
    Since 2026-06-26

Branch Locations

27201 Puerta Real Suite 100, Mission Viejo, CA 92691-8570 • 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
Spearman Sports Clubs Laguna Niguel CA 08/2022 05/2024
Rancho La Quinta Country Club La Quinta CA 10/2024 06/2025
Cvs Health North Providence RI 07/2025 01/2026
Full Time Education Lynchburg VA 05/2024 09/2024
Charles Schwab & Co., Inc. Mission Viejo CA 01/2026 Present
Full Time Education Palm Desert CA 06/2018 05/2022
Full Time Education Indio CA 04/2016 05/2018
Vector Marketing Laguna Hills CA 07/2022 04/2023
Charles Schwab Bank, Ssb Mission Viejo CA 01/2026 Present
  • 08/2022 → 05/2024
    Spearman Sports Clubs
    Laguna Niguel, CA
  • 10/2024 → 06/2025
    Rancho La Quinta Country Club
    La Quinta, CA
  • 07/2025 → 01/2026
    Cvs Health
    North Providence, RI
  • 05/2024 → 09/2024
    Full Time Education
    Lynchburg, VA
  • 01/2026 → Present
    Mission Viejo, CA
  • 06/2018 → 05/2022
    Full Time Education
    Palm Desert, CA
  • 04/2016 → 05/2018
    Full Time Education
    Indio, CA
  • 07/2022 → 04/2023
    Vector Marketing
    Laguna Hills, CA
  • 01/2026 → Present
    Charles Schwab Bank, Ssb
    Mission Viejo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-26
  • S66 Uniform Combined State Law Examination
    2026-06-26

View on SEC IAPD

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