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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-26 |
Branch Locations
1995 University Ave Suite 100, Berkeley, CA 94704-1049 • United States
180 Grand Avenue, Oakland, CA 94612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legion | Pleasanton | CA | 09/2013 | 04/2017 |
| Toyota | Walnut Creek | CA | 04/2017 | 11/2022 |
| Unemployed | Danville | CA | 11/2022 | 01/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2023 | 03/2024 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 03/2023 | 03/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2023 | 03/2024 |
| Paulson Investment Company Llc | Walnut Creek | CA | 04/2024 | 07/2024 |
| Price Family Ineos Grenadier Of Marin | San Rafael | CA | 08/2024 | 10/2025 |
| Charles Schwab & Co., Inc. | Berkeley | CA | 10/2025 | Present |
| Charles Schwab Bank, Ssb | Berkeley | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-11 |
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