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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Honolulu | HI | 10/2024 | Present |
| Central Pacific Investment Services | Honolulu | HI | 07/2024 | 08/2024 |
| Full Time Education | Spokane | WA | 09/2018 | 12/2022 |
| Full Time Education | Honolulu | HI | 01/2015 | 06/2018 |
| Northwestern Mutual | Spokane Valley | WA | 05/2022 | 12/2022 |
| Ko'oLau Ballrooms | Kaneohe | HI | 09/2023 | Present |
| Whitworth University | Spokane | WA | 08/2018 | 11/2018 |
| Launch 513 | Cincinnati | OH | 02/2023 | 08/2023 |
| Ruby Tuesdays Hawaii | Kaneohe | HI | 06/2020 | 08/2020 |
| Gyu-Kaku Hawaii | Kaneohe | HI | 01/2020 | 02/2020 |
| Unemployed | Kaneohe | HI | 06/2018 | 08/2018 |
| Unemployed | Kaneohe | HI | 01/2022 | 02/2023 |
| Charles Schwab Bank, Ssb | Honolulu | HI | 10/2024 | Present |
1) Ko'olau Ballrooms|Investment Related: No|45-550 Kionaole Rd, Kaneohe, HI, 96744, USA|Food/Beverage Production|Banquet Porter|9/27/2023|Varies hour/month - 0 during trading hours|I run food for buffet lines, setup and breakdown events/weddings. No financial services or investment related activity in this role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
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