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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Wealth Advisory, Inc | Westlake | TX | 06/2026 | Present |
| Portfolio Advisors, Inc. | Fresno | CA | 07/2021 | 12/2023 |
| Full Time Education | Sanger | CA | 08/2013 | 06/2017 |
| Kids Footlocker | Fresno | CA | 02/2017 | 06/2018 |
| Fresno Escape Room | Clovis | CA | 10/2017 | 10/2018 |
| Wells Fargo | Fresno | CA | 06/2018 | 07/2021 |
| Full Time Education | Fresno | CA | 08/2017 | 06/2021 |
| Paradigm Advisors Llc | Dallas | TX | 01/2024 | 12/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2025 | Present |
| Charles Schwab Bank, Ssb | Fresno | CA | 02/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
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