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225 S. Lake Avenue Suite 1170, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-31 |
| CA | RA | APPROVED | 2024-08-08 |
Branch Locations
225 S. Lake Avenue Suite 1170, Pasadena, CA 91101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade Inc | Pasadena | CA | 11/2011 | 12/2022 |
| Charles Schwab & Co., Inc. | Pasadena | CA | 10/2022 | 07/2024 |
| Charles Schwab Bank, Ssb | Pasadena | CA | 10/2022 | 07/2024 |
| Stonemark Wealth Management | Pasadena | CA | 08/2024 | Present |
LICENSED INSURANCE AGENT; INVESTMENT RELATED; MONTROSE, CA; ANNUITIES FREELANCE-POSITION: PHOTOGRAPHER; NATURE: RETAIL -PHOTOGRAPHY; NOT INVESTMENT RELATED; ADDRESS: 2752 SYCAMORE AVE, MONTROSE CA 91020; APPROXIMATE NUMBER OF HOURS/MONTH: 8; APPROXIMATE NUMBER OF HOURS DURING INVESTMENT RELATED HOURS: 0; START DATE: 12/10/2012;DESCRIPTION: PART-TIME EVENT PHOTOGRAHER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-11 |
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