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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-20 |
Branch Locations
400 Westlake Ave N Suite 110, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 02/2022 | 05/2022 |
| Full Time Education | Bradenton | FL | 08/2016 | 07/2018 |
| Peltz Shoes | Sarasota | FL | 05/2013 | 08/2018 |
| Getfpv Llc | Sarasota | FL | 05/2019 | 08/2019 |
| Red Bull North America | Boca Raton | FL | 01/2019 | 10/2020 |
| Target | Deerfield Beach | FL | 07/2020 | 12/2021 |
| Full Time Education | Boca Raton | FL | 08/2018 | 08/2021 |
| Rick Roth Campign | West Palm Beach | FL | 09/2018 | 11/2018 |
| The Vanguard Group, Inc. | Plano | TX | 05/2022 | 09/2023 |
| Ubs Financial Services, Inc. | Bellevue | WA | 09/2023 | 11/2025 |
| Charles Schwab & Co., Inc. | Seattle | WA | 12/2025 | Present |
| Charles Schwab Bank, Ssb | Seattle | WA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-14 |
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