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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-14 |
Branch Locations
1231 S. California Blvd, Walnut Creek, CA 94596-5122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Artificial Mind, Inc. (Dba Socratics.aI) | Livermore | CA | 08/2025 | 08/2025 |
| Artificial Mind, Inc. (Dba Socratics.aI) | Livermore | CA | 05/2025 | 08/2025 |
| Leeds School Of Business | Boulder | CO | 10/2023 | 12/2024 |
| Herbst Academic Center | Boulder | CO | 10/2023 | 12/2024 |
| Charles Schwab & Co., Inc. | Walnut Creek | CA | 09/2025 | Present |
| Morgan Stanley | Orinda | CA | 06/2023 | 08/2023 |
| Morgan Stanley | Orinda | CA | 07/2022 | 08/2022 |
| Plucked Chicken & Beer | Pleasanton | CA | 05/2020 | 08/2020 |
| Plucked Chicken & Beer | San Ramon | CA | 01/2019 | 05/2019 |
| Paris Baguette | Dublin | CA | 09/2017 | 05/2018 |
| Shipt | Birmingham | AL | 02/2021 | 04/2021 |
| Full Time Education | Dublin | CA | 08/2015 | 05/2019 |
| Full Time Education | Boulder | CO | 08/2019 | 05/2025 |
| Charles Schwab Bank | Walnut Creek | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-27 |
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