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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-04 |
| CA | RA | APPROVED | 2022-06-09 |
Branch Locations
2600 East Bidwell Street Suite 130, Folsom, CA 95630 • United States
525 Fulton Avenue, Sacramento, CA 95825-4812 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Roseville | CA | 06/2000 | 01/2021 |
| Fidelity Investments | Roseville | CA | 11/2021 | 05/2022 |
| Unemployed | Rocklin | CA | 02/2021 | 10/2021 |
| Charles Schwab & Co., Inc. | Folsom | CA | 05/2022 | Present |
| Charles Schwab Bank, Ssb | Folsom | CA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-04 |
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