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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-29 |
Branch Locations
1995 University Ave Suite 100, Berkeley, CA 94704-1049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Berkeley | CA | 04/2014 | 05/2017 |
| Jp Morgan Chase Bank | Berkeley | CA | 01/2014 | 05/2017 |
| Ryan Overton (Dba Fresh And Stylish) | Oakland | CA | 10/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 05/2017 | 02/2019 |
| Bank Of America, N.A. | Oakland | CA | 05/2017 | 02/2019 |
| E*Trade Securities, Llc | San Francisco | CA | 02/2019 | 09/2023 |
| E*Trade Capital Management Llc | San Francisco | CA | 02/2019 | 09/2023 |
| Morgan Stanley | San Francisco | CA | 03/2023 | 10/2023 |
| Harris Direct, Llc | San Francisco | CA | 02/2019 | 09/2023 |
| Tiaa | San Francisco | CA | 11/2023 | 12/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | San Francisco | CA | 11/2023 | 12/2024 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 12/2024 | 07/2025 |
| Charles Schwab & Co., Inc. | Berkeley | CA | 07/2025 | Present |
| Charles Schwab Bank, Ssb | Berkeley | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-06 |
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