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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Newport Beach | CA | 05/2011 | 03/2019 |
| Charles Schwab & Co., Inc. | Newport Beach | CA | 05/2011 | 03/2019 |
| Travel Sabbatical | Costa Mesa | CA | 03/2019 | 06/2019 |
| Pariax Private Wealth Management | Newport Beach | CA | 06/2019 | 11/2019 |
| Td Ameritrade | Carlsbad | CA | 12/2019 | 12/2020 |
| Fidelity Investments | San Diego | CA | 12/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-19 |
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