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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-07
  • CA RA
    APPROVED
    Since 2025-11-07

Branch Locations

251 S. Lake Ave. Suite 150, Pasadena, CA 91101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2023 → 05/2025
    Bank Of America
    Hacienda Heights, CA
  • 06/2025 → Present
    Pasadena, CA
  • 04/2023 → 11/2023
    East West Bank
    South Pasadena, CA
  • 11/2022 → 04/2023
    Half & Half Tea Express
    City Of Industry, CA
  • 12/2021 → 04/2023
    Half & Half Tea Express
    City Of Industry, CA
  • 09/2022 → 11/2022
    Morgan Stanley
    Brea, CA
  • 09/2019 → 06/2023
    Full Time Education
    Riverside, CA
  • 08/2015 → 06/2019
    Full Time Education
    Fullerton, CA
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Pasadena, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-19

View on SEC IAPD

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