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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Campbell | CA | 09/2022 | Present |
| Wells Fargo | San Jose | CA | 01/2013 | 01/2017 |
| Wells Fargo | San Jose | CA | 01/2017 | 01/2018 |
| Wells Fargo | San Jose | CA | 02/2018 | 11/2019 |
| Charles Schwab Bank, Ssb | Campbell | CA | 09/2022 | Present |
| Uber | San Jose | CA | 10/2015 | 09/2022 |
1) uber|Investment Related: No|Travel/Transportation/Tourism|driver|10/1/2016|Less than 20 hour/month - 0 during trading hours|i drive customers from point A to point B
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-25 |
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