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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
| CA | RA | APPROVED | 2023-02-12 |
Branch Locations
225 West Santa Clara Street Suite 900, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Newport Beach | CA | 06/2008 | 11/2016 |
| Charles Schwab & Co., Inc. | Campbell | CA | 01/2017 | 03/2021 |
| Charles Schwab Bank | Campbell | CA | 01/2017 | 03/2021 |
| Origin Financial | San Francisco | CA | 11/2021 | 01/2022 |
| Unemployed | Palo Alto | CA | 04/2021 | 08/2021 |
| Royal Alliance Associates, Inc. | Redwood City | CA | 06/2022 | 12/2022 |
| Golden Gate University | Palo Alto | CA | 01/2022 | 05/2022 |
| Golden Gate University | Palo Alto | CA | 09/2021 | 11/2021 |
| Morgan Stanley | San Jose | CA | 01/2023 | Present |
*539289 - Rental Property; Investment related-Yes; Palo Alto, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-23 |
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