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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-15 |
Branch Locations
11601 Wilshire Blvd. Suite 100, Los Angeles, CA 90025 • United States
16000 Ventura Boulevard Suite 102 & 1105, Encino, CA 91436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Santa Barbara | CA | 04/2016 | 10/2016 |
| Unemployed | Carpinteria | CA | 10/2016 | 01/2017 |
| Paul Cashman State Farm | Santa Barbara | CA | 02/2017 | 09/2017 |
| Mufg Bank Ltd | Santa Barbara | CA | 10/2017 | 06/2018 |
| Paul Cashman Sate Farm | Santa Barbara | CA | 06/2018 | 06/2022 |
| Fidelity Investments | Santa Barbara | CA | 07/2022 | 06/2025 |
| Unemployed | Santa Barbara | CA | 07/2025 | 09/2025 |
| Charles Schwab & Co., Inc. | Los Angeles | CA | 10/2025 | Present |
| Charles Schwab Bank, Ssb | Los Angeles | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-13 |
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