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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-06 |
Branch Locations
12481 High Bluff Drive Suite 100, San Diego, CA 92130-3583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | El Cajon | CA | 10/2022 | 08/2025 |
| 24 Hour Fitness | Carlsbad | CA | 06/2016 | 10/2022 |
| Full Time Education | Greenwood Village | CO | 05/2019 | 10/2020 |
| Miracosta College | Oceanside | CA | 08/2018 | 05/2019 |
| Palomar College | San Marcos | CA | 08/2015 | 05/2018 |
| Bank Of America, N.A. | El Cajon | CA | 12/2022 | 08/2025 |
| Charles Schwab & Co., Inc. | San Diego | CA | 09/2025 | Present |
| Charles Schwab Bank, Ssb | San Diego | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
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