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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-17 |
Branch Locations
10920 Via Frontera Suite 100, San Diego, CA 92127-1730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | San Diego | CA | 02/2020 | 06/2020 |
| San Diego Unified School District | San Diego | CA | 01/2017 | 01/2020 |
| Self-Employed Consultant | San Diego | CA | 01/2016 | 08/2017 |
| California Medical College | San Diego | CA | 03/2013 | 12/2016 |
| Northwestern Mutual Investment Services, Llc | La Jolla | CA | 04/2018 | 05/2018 |
| Equitable Advisors, Llc | San Diego | CA | 02/2020 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Solana Beach | CA | 11/2022 | 04/2024 |
| Bank Of America N.A. | San Diego | CA | 01/2023 | 04/2024 |
| Pnc Investments Llc | Carlsbad | CA | 05/2024 | 08/2025 |
| Charles Schwab & Co., Inc | San Diego | CA | 09/2025 | Present |
| Charles Schwab Bank | San Diego | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-10 |
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