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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-18 |
Branch Locations
11455 El Camino Real, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc | Walnut Creek | CA | 08/2007 | 06/2023 |
| Charles Schwab Bank Ssb | Walnut Creek | CA | 10/2007 | 06/2023 |
| U.S. Bank | San Diego | CA | 08/2023 | 03/2025 |
| U.S. Bancorp Investments, Inc. | San Diego | CA | 10/2023 | 03/2025 |
| Mariner | Overland Park | KS | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-22 |
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