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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-21 |
Branch Locations
300 E. Esplanade Dr. Suite 2000, Oxnard, CA 93036 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank. N.A. | Ventura | CA | 10/2021 | 05/2023 |
| J.P. Morgan Securities Llc | Ventura | CA | 10/2021 | 05/2023 |
| T-Mobile | Oxnard | CA | 03/2020 | 10/2021 |
| New Car Superstore | Camarillo | CA | 05/2018 | 12/2018 |
| Santa Paula Chevrolet | Santa Paula | CA | 08/2016 | 02/2017 |
| Unemployed | Santa Paula | CA | 03/2017 | 04/2018 |
| Unemployed | Santa Paula | CA | 01/2019 | 05/2019 |
| Unemployed | Port Hueneme | CA | 06/2019 | 02/2020 |
| Charles Schwab & Co., Inc. | Santa Barbara | CA | 05/2023 | Present |
| Charles Schwab Bank, Ssb | Santa Barbara | CA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-14 |
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