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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
Branch Locations
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 09/2020 | 12/2024 |
| Bank Of America, N.A. | San Francisco | CA | 09/2020 | 12/2024 |
| Savemart Companies | Fresno | CA | 06/2020 | 08/2020 |
| Amazon Inc | Fresno | CA | 05/2020 | 09/2020 |
| At&T Inc | Fresno | CA | 01/2019 | 01/2020 |
| Auto Mall Llc | Fresno | CA | 11/2017 | 12/2018 |
| Dickey's Barbecue | Fresno | CA | 04/2016 | 11/2017 |
| Central High School | Fresno | CA | 01/2012 | 06/2016 |
| Unemployed | Fresno | CA | 02/2020 | 05/2020 |
| Charles Schwab & Co., Inc. | San Mateo | CA | 12/2024 | Present |
| Charles Schwab Bank | San Mateo | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-04 |
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