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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-13 |
Branch Locations
12481 High Bluff Drive Suite 100, San Diego, CA 92130-3583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Houston | TX | 09/2022 | 11/2023 |
| Thrivent Advisor Network Dba 49 Financial | Houston | TX | 03/2022 | 12/2022 |
| Boise State University | Boise | ID | 08/2018 | 05/2022 |
| San Ramon High School | San Ramon | CA | 08/2014 | 06/2018 |
| Las Vegas Raiders | Napa | CA | 10/2016 | 03/2018 |
| Taphouse | Boise | ID | 03/2021 | 02/2022 |
| 49 Wealth Management | Houston | TX | 09/2022 | 11/2023 |
| Fidelity Investments | Dublin | CA | 12/2023 | 03/2025 |
| Fidelity Investments | Dublin | CA | 03/2025 | 07/2025 |
| Charles Schwab & Co., Inc | San Diego | CA | 06/2025 | Present |
| Charles Schwab Bank | San Diego | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-26 |
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