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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-24 |
| TN | RA | APPROVED | 2024-09-23 |
Branch Locations
5796 Armada Drive Suite 175, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hopdoddy Burger Bar | Scottsdale | AZ | 02/2019 | 12/2019 |
| Aunt Chiladas | Phoenix | AZ | 12/2019 | 12/2022 |
| The Original Chopshop | Scottsdale | AZ | 10/2017 | 03/2018 |
| Unemployed | Phoenix | AZ | 07/2014 | 10/2017 |
| Unemployed | Phoenix | AZ | 03/2018 | 02/2019 |
| Unemployed | Phoenix | AZ | 12/2022 | 06/2023 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2023 | 08/2023 |
| Unemployed | Phoenix | AZ | 09/2023 | 06/2024 |
| Charles Schwab & Co., Inc. | Carlsbad | CA | 06/2024 | Present |
| Charles Schwab Bank, Ssb | Carlsbad | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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