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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-15
  • TX RA
    APPROVED
    Since 2025-12-15

Branch Locations

1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2014 → 06/2018
    Full Time Education
    Danville, CA
  • 06/2017 → 04/2019
    Los Panchos Mexican Restaurant
    Danville, CA
  • 07/2018 → 08/2018
    Unemployed
    Danville, CA
  • 09/2018 → 06/2020
    Full Time Education
    Pleasant Hill, CA
  • 04/2019 → 06/2019
    Home Depot
    Yuma, AZ
  • 08/2019 → 10/2019
    Bridges Restaurant & Bar
    Danville, CA
  • 07/2020 → 08/2020
    Unemployed
    Boise, ID
  • 09/2020 → 03/2022
    California State Polytechnic University, Slo
    San Luis Obispo, CA
  • 09/2021 → 11/2021
    Tree City Transport Llc
    Meridian, ID
  • 04/2022 → 05/2022
    Unemployed
    Boise, ID
  • 05/2022 → 02/2023
    Emerson Electric
    Boise, ID
  • 02/2023 → 12/2023
    Austin, TX
  • 01/2024 → 11/2025
    Boise, ID
  • 12/2025 → Present
    Chestnut Hill, MA
  • 12/2025 → Present
    Charles Schwab Bank
    Chestnut Hill, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
S63 Uniform Securities Agent State Law Examination 2023-06-23
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26
  • S63 Uniform Securities Agent State Law Examination
    2023-06-23

View on SEC IAPD

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