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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-12 |
| WA | RA | APPROVED | 2026-02-12 |
Branch Locations
8862 161St Ave Ne Suite 106, Redmond, WA 98052-7553 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stevens, Sloan & Shah | Salinas | CA | 05/2023 | 05/2024 |
| California State University Monterey Bay | Seaside | CA | 08/2021 | 05/2024 |
| Baird | Roseville | CA | 05/2022 | 08/2022 |
| Round Table | El Dorado Hills | CA | 07/2020 | 03/2021 |
| Full Time Education | Seaside | CA | 03/2021 | 08/2021 |
| Unemployed | El Dorado Hills | CA | 04/2014 | 07/2020 |
| Charles Schwab & Co., Inc. | Redmond | WA | 06/2024 | Present |
| Charles Schwab Bank, Ssb | Redmond | WA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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