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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-07 |
Branch Locations
251 S. Lake Ave. Suite 150, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Hacienda Heights | CA | 11/2023 | 05/2025 |
| Charles Schwab & Co., Inc. | Pasadena | CA | 06/2025 | Present |
| East West Bank | South Pasadena | CA | 04/2023 | 11/2023 |
| Half & Half Tea Express | City Of Industry | CA | 11/2022 | 04/2023 |
| Half & Half Tea Express | City Of Industry | CA | 12/2021 | 04/2023 |
| Morgan Stanley | Brea | CA | 09/2022 | 11/2022 |
| Full Time Education | Riverside | CA | 09/2019 | 06/2023 |
| Full Time Education | Fullerton | CA | 08/2015 | 06/2019 |
| Charles Schwab Bank, Ssb | Pasadena | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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