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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-07 |
Branch Locations
525 Fulton Avenue, Sacramento, CA 95825-4812 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Roseville | CA | 03/2008 | 02/2017 |
| Lpl Financial, Llc | Roseville | CA | 02/2017 | 06/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2018 | 11/2018 |
| Innovation Wealth Management | Roseville | CA | 02/2017 | 03/2018 |
| Eagle West Group | Roseville | CA | 03/2018 | 12/2018 |
| Ewg Elevate Inc. D/B/A Eagle West Group | Roseville | CA | 10/2018 | 12/2018 |
| Edward Jones | Saint Louis | MO | 12/2018 | 03/2021 |
| Unemployed | Auburn | CA | 03/2021 | 08/2021 |
| Personal Capital Advisors Corporation | Auburn | CA | 08/2021 | 09/2021 |
| Charles Schwab & Co., Inc | Sacramento | CA | 09/2021 | Present |
| Charles Schwab Bank, Ssb | Sacramento | CA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-10 |
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