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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-15 |
Branch Locations
3150 Crow Canyon Road, San Ramon, CA 94583-1332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ainnocence Inc | Mountain View | CA | 04/2023 | 11/2023 |
| Grit Ventures Ltd | Beijing | 04/2022 | 04/2023 | |
| Etta Biotechnology | Palo Alto | CA | 11/2019 | 04/2022 |
| Switzenbaum & Associates | Philadelhia | PA | 08/2017 | 08/2018 |
| J.P. Morgan Securities, Llc | San Mateo | CA | 11/2023 | 02/2024 |
| Jp Morgan Chase Bank Na | San Mateo | CA | 11/2023 | 02/2024 |
| Unemployed | Berkeley | CA | 11/2013 | 08/2017 |
| Unemployed | San Francisco | CA | 08/2018 | 11/2019 |
| Ubs Financial Services, Inc | San Francisco | CA | 02/2024 | 09/2025 |
| Charles Schwab & Co., Inc. | San Ramon | CA | 09/2025 | Present |
| Charles Schwab Bank, Ssb | San Ramon | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-22 |
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