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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 | 2019-01-02 |
| CA | RA | APPROVED | 2003-09-29 |
Branch Locations
200 Fourth Street Suite 100, Santa Rosa, CA 95401-6213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Santa Rosa | CA | 01/2009 | Present |
| Charles Schwab & Co, Inc. | Santa Rosa | CA | 01/2009 | Present |
| Own Residential Real Estate Rental | Santa Rose | CA | 05/2012 | Present |
| Ae Casting | Santa Rose | CA | 02/2013 | Present |
| Local Theater Performer | Santa Rosa | CA | 12/2013 | Present |
| Visual Concepts | Novato | CA | 05/2017 | Present |
1) Own residential real estate rental | Investment Related:No|4033 Calloway Dr|Santa Rosa|CA|95409|USA|Real Estate (Non-Agent/Broker)|Residential real estate property owner|5/1/2012|Less than 20|0|Receive rent payments. , 2) Local theater performer | Investment Related:No|115 Yulupa Cir|Santa Rosa|CA|95405|USA|Performing/Fine Arts|Actor and resident artist|12/9/2013|Less than 20|0|Occasionally performing in local theaters as an actor. , 3) 6th Street Playhouse | Investment Related:No|52 West 6th Street|Santa Rosa|CA|95401|USA|Performing/Fine Arts|Board Member|11/18/2015|Less than 20|0|The Board oversees the dealings of the organization. I'm expected to attend a Board meeting once a month, as a well as represent the group in fund raising efforts. , 4) Visual Concepts | Investment Related:No|10 Hamilton Dr|Novato|CA|94949|USA|Computer Software|Voice Talent|5/3/2017|Varies|2|Voice talent for a video game called NBA 2K
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-14 |
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