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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-02 |
Branch Locations
733 Marsh Street Suite 100, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. | San Luis Obispo | CA | 06/2017 | 10/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 01/2023 | 07/2023 |
| Unemployed | San Francisco | CA | 04/2017 | 05/2017 |
| Unemployed | Dallas | TX | 08/2022 | 12/2022 |
| Ameriprise Financial Services, Llc | Dallas | TX | 04/2024 | 06/2024 |
| Unemployed | Dallas | TX | 08/2023 | 03/2024 |
| Charles Schwab & Co., Inc | San Luis Obispo | CA | 06/2025 | Present |
| Unemployed | San Luis Obispo | CA | 07/2024 | 05/2025 |
| Charles Schwab Bank | San Luis Obispo | CA | 06/2025 | Present |
| Fisher Investments | Plano | TX | 11/2019 | 07/2022 |
| First Republic Investment Management | San Francisco | CA | 03/2015 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 2013-03-27 |
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