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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
27201 Puerta Real Suite 100, Mission Viejo, CA 92691-8570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-26 |
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