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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-13 |
Branch Locations
900 Chapala St. Suite 100, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South County Referee Association | Trabuco Canyon | CA | 01/2013 | 01/2017 |
| Tiki Hut | San Luis Obispo | CA | 06/2019 | 04/2020 |
| Alta Marketing | Tulsa | OK | 04/2020 | 07/2020 |
| San Luis Obispo Country Club | San Luis Obispo | CA | 04/2022 | 08/2022 |
| Pacific Life | Newport Beach | CA | 02/2023 | 05/2025 |
| Cal Poly San Luis Obispo | San Luis Obispo | CA | 02/2017 | 05/2019 |
| Full Time Education | San Luis Obispo | CA | 08/2020 | 03/2022 |
| Unemployed | Trabuco Canyon | CA | 08/2022 | 02/2023 |
| Charles Schwab & Co., Inc. | Santa Barbara | CA | 06/2025 | Present |
| Charles Schwab Bank, Ssb | Santa Barbara | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-02 |
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