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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-15 |
| CA | RA | APPROVED | 2024-08-21 |
Branch Locations
1900 O'FArrell St Ste 180, San Mateo, CA 94403-1329 • United States
Hayward, CA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsons Wealth Management | Half Moon Bay | CA | 07/2017 | 07/2021 |
| Nor-Cal Moving Services | Hayward | CA | 01/2013 | 04/2017 |
| Full Time Education | Berkeley | CA | 01/2007 | 05/2017 |
| Lpl Financial, Llc | Half Moon Bay | CA | 06/2017 | 09/2019 |
| Cetera Advisor Networks | El Segundo | CA | 09/2019 | 07/2021 |
| Tc Transportation | Hayward | CA | 10/2018 | 03/2021 |
| Parson Accounting And Tax Services | Half Moon Bay | CA | 07/2017 | 07/2021 |
| Cwm, Dba Carson Group Partners | Half Moon Bay | CA | 08/2019 | 07/2021 |
| Charles Schwab & Co., Inc. | Fremont | CA | 09/2021 | 04/2024 |
| Charles Schwab Bank, Ssb | Fremont | CA | 09/2021 | 04/2024 |
| Ameriprise Financial Services, Llc | San Mateo | CA | 08/2024 | Present |
| Paternity Leave | Hayward | CA | 04/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-24 |
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