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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-23 |
Branch Locations
134 East Huntington Drive Suite A, Arcadia, CA 91006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Temple City | CA | 06/2025 | 03/2026 |
| Bank Of America | Alhambra | CA | 09/2024 | 05/2025 |
| East West Bank | South Pasadena | CA | 06/2024 | 09/2024 |
| Wai Man Design & Decoration Ltd | Hong Kong | 01/2019 | 06/2024 | |
| Full Time Education | London | 10/2017 | 12/2018 | |
| Full Time Education | Lancaster | 09/2014 | 09/2017 | |
| Charles Schwab & Co., Inc. | Arcadia | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-29 |
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