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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
Branch Locations
6200 Stoneridge Mall Road Suite 100, Pleasanton, CA 94588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Inc. | San Francisco | CA | 05/2022 | 08/2022 |
| Towne Park | Walnut Creek | CA | 09/2017 | 08/2018 |
| Towne Park | Walnut Creek | CA | 06/2019 | 08/2019 |
| The Coeur D'ALene Resort | Coeur D'ALene | ID | 03/2021 | 08/2021 |
| Full Time Education | Walnut Creek | CA | 08/2013 | 06/2017 |
| Full Time Education | Spokane | WA | 08/2018 | 05/2023 |
| Stifel, Nicolaus & Company, Inc. | San Francisco | CA | 06/2023 | 07/2025 |
| Charles Schwab & Co., Inc. | Pleasanton | CA | 12/2025 | Present |
| Charles Schwab Bank, Ssb | Pleasanton | CA | 12/2025 | Present |
| Unemployed | San Francisco | CA | 08/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-17 |
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