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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-06 |
| CA | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED | 2025-06-05 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
San Diego, CA • United States
3570 Carmel Mountain Rd Suite 450, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ferguson Mcclure And Associates | Carlsbad | CA | 05/2010 | 07/2018 |
| Independent Financial Group | Carlsbad | CA | 07/2015 | 07/2018 |
| Td Ameritrade | San Diego | CA | 07/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | San Diego | CA | 12/2022 | 06/2025 |
| Charles Schwab Bank Ssb | San Diego | CA | 07/2024 | 06/2025 |
| Edelman Financial Engines | Santa Clara | CA | 06/2025 | Present |
Me Zemer; Investment Related:No|2978 East Caitland Court, Cottonwood Heights, UT, 84121;USA|Nonprofit Charitable Organizations|President|2023-11-25|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Charitable work where my role is mainly to choose projects and oversee completion
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-19 |
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