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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Entrust Group | Oakland | CA | 08/2015 | 08/2018 |
| Unemployed | Lafayette | CA | 08/2018 | 06/2019 |
| Axa-Advisors, Llc | New York | NY | 06/2019 | 09/2019 |
| Charles Schwab & Co., Inc. | Oakland | CA | 10/2019 | Present |
| Charles Schwab Bank | Oakland | CA | 10/2019 | Present |
(1) Spanos | Investment Related | Antioch, CA | Rental Services | Owner | 02/18/2011 | Less than 20 hours per month, all outside of market hours | This is Real Estate property I own and rent. (2) Property Management|Investment Related:No|Real Estate (Non-Agent/Broker)|Property manager|2024-01-03|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|My wife and her siblings have inherited few rental properties from their parents that I am interested to officially manage starting January of 2023. If approved, my compensation is expected to be between 8% to 10% of rental income collected from these properties. The activities include maintenance of the rental units and finding tenants and maintaining the properties up to expected standards.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-08 |
| S66 | Uniform Combined State Law Examination | 2019-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-21 |
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