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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-08-31 |
Branch Locations
1148 Broadway Suite 110, Tacoma, WA 98402-3589 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Los Angeles | CA | 08/2021 | Present |
| Charles Schwab Bank | Los Angeles | CA | 11/2023 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 05/2017 | 07/2021 |
| Bank Of America, N.A. | Los Angeles | CA | 05/2017 | 07/2021 |
| Unemployed | La Crescenta | CA | 02/2016 | 05/2017 |
1) Kelley Park | Investment Related:No|5800 SW Royal Spruce Dr|Port Orchard|WA|98367|USA|Performing/Fine Arts|Musician/Actor/Artist|1/1/2016|Less than 20|0|Performing arts activities involving music, acting and fine art activities, 2) Kelley Park | Investment Related:No|Real Estate (Non-Agent/Broker)|Landlord|6/1/2023|Less than 20|0|Lease , 3) ParcBelltown Condo Association | Investment Related:No|Nonprofit Charitable Organizations|Board Member|3/19/2025|Less than 20|0|Attend Board Meetings and participate in decision-making in terms of building-management and financials for the COA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-17 |
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