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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-01 |
Branch Locations
74785 Highway 111 Suite 102, Indian Wells, CA 92210-7129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Palm Springs | CA | 10/2022 | 12/2023 |
| Wells Fargo Bank, Na | Palm Springs | CA | 06/2019 | 12/2023 |
| Horizon Solar Panels | Palm Springs | CA | 03/2019 | 06/2019 |
| Kreem | Palm Springs | CA | 09/2018 | 01/2019 |
| Fresh Juice Bar | Palm Springs | CA | 01/2017 | 03/2019 |
| Palm Springs High School | Palm Springs | CA | 09/2014 | 05/2018 |
| College Of The Desert | Palm Desert | CA | 09/2018 | 05/2022 |
| Nick Darrin Real Estate Media Co. | Palm Desert | CA | 06/2022 | 12/2023 |
| Charles Schwab & Co., Inc. | Indian Wells | CA | 01/2024 | Present |
| Charles Schwab Bank, Ssb | Indian Wells | CA | 01/2024 | Present |
1) College of the Desert Business Advisory | Investment Related:No|43500 Monterey Av|Palm Desert|CA|92211|US|Education|Advisory Member|11/21/2025|Less than 20|0|Providing input on business education opportunities for College of the Desert annually. This comprises of a 90-minute meeting annually that allows College of the Desert to learn from local business professionals what learnings we would encourage them to implement into their curriculum. I am passionate about my community and view this as an opportunity to grow the candidate pool in our desert
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-03 |
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