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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
2029 Century Park East Suite #940, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Currentbuild Computer | Santa Monica | CA | 07/2007 | Present |
| Woodbury Financial Services, Inc. | Santa Monica | CA | 12/2014 | 08/2023 |
| Edward Jones | El Segundo | CA | 08/2023 | 08/2025 |
| Schwab Wealth Advisory Inc | Los Angeles | CA | 08/2025 | Present |
| Charles Schwab & Co., Inc | Los Angeles | CA | 08/2025 | Present |
1) CurrentBuild Computer | Investment Related:No|Computer Hardware|Owner|7/1/2007|Less than 20|1|Duties related to the business including website design, content creation, computer design, assembly, marketing, sales, distribution and advertising hosting., 2) Kamil Rehman Rental Property | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|10/1/2012|Less than 20|0|Ownership duties of one residential income property, one apartment unit, in India, including acquiring renters and having the property maintained.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-08 |
| S65 | Uniform Investment Adviser Law Examination | 2001-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-03 |
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