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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
Branch Locations
7777 Fay Ave Suite 105, La Jolla, CA 92037-4325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Parker | CO | 08/2015 | 05/2017 |
| Full-Time Education | Parker | CO | 08/2017 | 08/2021 |
| Full-Time Education | Phoenix | AZ | 08/2021 | 08/2024 |
| Front Range Recreation | Parker | CO | 06/2017 | 08/2021 |
| Target | Parker | CO | 08/2019 | 01/2020 |
| Chick-Fil-A | Parker | CO | 01/2020 | 12/2021 |
| Dutch Bros | Parker | CO | 05/2023 | 08/2024 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 01/2024 | 10/2024 |
| Charles Schwab & Co., Inc. | Lajolla | CA | 10/2024 | Present |
| Charles Schwab Bank, Ssb | La Jolla | CA | 06/2025 | Present |
1) Yoga Box | Investment Related:No|909 Grand Ave |San Diego |CA|92109|USA|Other|Studio Assistant |6/1/2025|Less than 20|0|Job included cleaning equipment, cleaning the studio, and assisting customers with checking in.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-09 |
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