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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-09 |
Branch Locations
74785 Highway 111 Suite 102, Indian Wells, CA 92210-7129 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indian Wells | CA | 03/2023 | Present |
| Unemployed | Los Angeles | CA | 05/2022 | 03/2023 |
| Full-Time Education | Tempe | AZ | 08/2019 | 05/2022 |
| Apple | Austin | TX | 10/2018 | 03/2021 |
| Nike | Dallas | TX | 03/2017 | 10/2018 |
| Unemployed | Los Angeles | CA | 03/2013 | 03/2017 |
| Charles Schwab Bank, Ssb | Indian Wells | CA | 10/2025 | Present |
1) Invictus Films LLC | Investment Related:No|Broadcasting/Music/Film|Owner/Film Director|12/10/2022|Less than 20|0|I run an independent film production company through an LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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