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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Inc | Fresno | CA | 03/2014 | 10/2016 |
| Bancwest Investment Services | Fresno | CA | 10/2016 | 06/2020 |
| Bank Of The West | Fresno | CA | 10/2016 | 06/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2020 | Present |
| Charles Schwab Bank, Ssb | Irvine | CA | 07/2020 | 03/2024 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-05 |
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