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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 | 2020-01-06 |
| WA | RA | APPROVED | 2018-06-15 |
Branch Locations
818 West Riverside Avenue Suite 150, Spokane, WA 99201-0916 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Spokane | WA | 04/2014 | 06/2018 |
| Charles Schwab & Co., Inc. | Spokane | WA | 06/2018 | Present |
| Charles Schwab Bank | Spokane | WA | 06/2018 | Present |
HUB Sports Center|Investment Related:No|19619 E Cataldo Ave;Liberty Lake;WA;99016;USA|Sports/Physical Recreation|Finance Committee Member|2024-10-22|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I will be on the finance committee to discuss expenses and income for the business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-12 |
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