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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-17 |
Branch Locations
19020 33Rd Ave West Suite 100, Lynnwood, WA 98036-4746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financibility Llc | Spokane | WA | 06/2024 | 03/2025 |
| Charles Schwab & Co., Inc | Lynnwood | WA | 04/2025 | Present |
| J.P. Morgan Securities Llc | Bothell | WA | 01/2022 | 05/2024 |
| J.P. Morgan Chase & Co | Kirkland | WA | 01/2017 | 12/2021 |
| J.P. Morgan Chase & Co | Kirkland | WA | 01/2015 | 01/2017 |
| Charles Schwab Bank Ssb | Lynnwood | WA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-15 |
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