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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-29 |
Branch Locations
1186 Roseville Parkway Suite 180, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Columbus | OH | 11/2017 | 02/2018 |
| San Francisco Zoo | San Francisco | CA | 06/2015 | 11/2017 |
| Clean Flight Equestrian | Walnut Creek | CA | 04/2015 | 10/2016 |
| Huntington National Bank | Columbus | OH | 02/2018 | 05/2022 |
| Unemployed | Roseville | CA | 05/2022 | 07/2022 |
| Equitable Advisors, Llc | Folsom | CA | 07/2022 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville | CA | 03/2023 | 02/2025 |
| Bank Of America, N.A. | Roseville | CA | 04/2023 | 02/2025 |
| Unemployed | Roseville | CA | 02/2025 | 04/2025 |
| Charles Schwab & Co., Inc | Roseville | CA | 04/2025 | Present |
| Charles Schwab Bank | Roseville | CA | 04/2025 | Present |
1) Wild Active LLC | Investment Related:No||Sports/Physical Recreation|Personal Trainer|2020-06-01|Less than 20|0|Personal Training 2) Uber Eats|Investment Related:No|Restaurant/Food Services|Uber Eats Driver|2025-04-30|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Pick up and deliver food orders.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-11 |
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