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300 Drakes Landing Road Suite 210, Greenbrae, CA 94904 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-09 |
Branch Locations
300 Drakes Landing Road Suite 210, Greenbrae, CA 94904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | San Francisco | CA | 11/2008 | 07/2021 |
| Charles Schwab Bank, Ssb | San Francisco | CA | 11/2008 | 07/2021 |
| Kcm Investment Advisors | Greenbrae | CA | 07/2022 | Present |
| Unemployed | San Francisco | CA | 07/2021 | 07/2022 |
1)REAL ESTATE/PROPERTY MANAGEMENT, OWNER, 60 VIA NAVARRO, GREENBRAE, CA 94904, START DATE 07/01/2015, HOURS VARIES/PER MONTH, RENT OUT HOUSE, MANAGED BY SPOUSE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-05 |
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