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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-25 |
Branch Locations
400 Westlake Ave N Suite 110, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Phoenix | AZ | 02/2023 | 03/2025 |
| Arizona Tuition Connection | Scottsdale | AZ | 09/2022 | 01/2023 |
| Jennifer Bennick | San Diego | CA | 01/2022 | 06/2022 |
| Kidztopros | Del Mar | CA | 05/2021 | 08/2021 |
| Ymca | San Diego | CA | 01/2020 | 04/2020 |
| Full Time Education | San Diego | CA | 08/2018 | 08/2022 |
| Price Preschool | San Diego | CA | 08/2021 | 06/2022 |
| Surf Diva | La Jolla | CA | 01/2020 | 08/2020 |
| Starbucks | San Francisco | CA | 01/2018 | 08/2018 |
| Classic Designs | San Francisco | CA | 06/2017 | 08/2017 |
| Full Time Education | San Francisco | CA | 08/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 02/2026 |
| Charles Schwab & Co Inc | Seattle | WA | 02/2026 | Present |
| Unemployed | Scottsdale | AZ | 06/2022 | 09/2022 |
| Charles Schwab Bank, Ssb | Seattle | WA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-27 |
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