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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-15 |
Branch Locations
1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Danville | CA | 09/2014 | 06/2018 |
| Los Panchos Mexican Restaurant | Danville | CA | 06/2017 | 04/2019 |
| Unemployed | Danville | CA | 07/2018 | 08/2018 |
| Full Time Education | Pleasant Hill | CA | 09/2018 | 06/2020 |
| Home Depot | Yuma | AZ | 04/2019 | 06/2019 |
| Bridges Restaurant & Bar | Danville | CA | 08/2019 | 10/2019 |
| Unemployed | Boise | ID | 07/2020 | 08/2020 |
| California State Polytechnic University, Slo | San Luis Obispo | CA | 09/2020 | 03/2022 |
| Tree City Transport Llc | Meridian | ID | 09/2021 | 11/2021 |
| Unemployed | Boise | ID | 04/2022 | 05/2022 |
| Emerson Electric | Boise | ID | 05/2022 | 02/2023 |
| Charles Schwab & Co., Inc. | Austin | TX | 02/2023 | 12/2023 |
| Tumwater Wealth Management, Llc | Boise | ID | 01/2024 | 11/2025 |
| Charles Schwab & Co., Inc. | Chestnut Hill | MA | 12/2025 | Present |
| Charles Schwab Bank | Chestnut Hill | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-23 |
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