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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED_RES | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 01/2024 | 05/2024 |
| Fedex Services | Phoenix | AZ | 05/2023 | 10/2023 |
| Charles Schwab (Judge Group) | Phoenix | AZ | 01/2023 | 05/2023 |
| Automatic Data Processing (Adp) | Tempe | AZ | 06/2022 | 08/2022 |
| Fieldworks Llc | Mesa | AZ | 02/2022 | 05/2022 |
| Discover Card (Education At Work) | Tempe | AZ | 12/2019 | 07/2021 |
| Mcdonalds Corporation | Gilbert | AZ | 07/2018 | 01/2019 |
| Student | Gilbert | AZ | 01/2013 | 07/2018 |
| Student | Tempe | AZ | 01/2019 | 12/2019 |
| Student | Tempe | AZ | 07/2021 | 02/2022 |
| Student | Tempe | AZ | 08/2022 | 01/2023 |
| Unemployed | Gilbert | AZ | 10/2023 | 01/2024 |
| J.P. Morgan Securities Llc | Tempe | AZ | 09/2024 | 07/2026 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 09/2024 | 07/2026 |
| Simon Dental Care | Gilbert | AZ | 07/2021 | 05/2022 |
| Unemployed | Gilbert | AZ | 06/2024 | 08/2024 |
| Siha Llc | Gilbert | AZ | 11/2025 | Present |
| Schwab Wealth Advisory, Inc | Orlando | FL | 08/2026 | Present |
| Charles Schwab & Co, Inc | Orlando | FL | 08/2026 | Present |
SiHa LLC | Investment related | Gilbert, AZ | Real Estate (Non-Agent/Broker) | Owner | 11/11/2025 | Less than 20 hours per month, all outside of market hours | Purchase properties and generate cash flow by renting to tenants
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-15 |
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