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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-14 |
Branch Locations
16 Corporate Plaza Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 805 Raptors | Newbury | CA | 05/2024 | 05/2025 |
| Professional Basketball | Machala | 05/2025 | 09/2025 | |
| Full Time Education | Newark | NJ | 08/2022 | 05/2024 |
| Full Time Education | Oakdale | CT | 08/2017 | 08/2018 |
| Full Time Education | Portales | NM | 08/2021 | 08/2022 |
| Full Time Education | Westlake Village | CA | 08/2013 | 08/2017 |
| Full Time Education | El Paso | TX | 08/2020 | 08/2021 |
| Full Time Education | Salt Lake City | UT | 08/2019 | 08/2020 |
| Full Time Education | Riverside | CA | 08/2018 | 08/2019 |
| Club Deportivo Boston College Maipu | Santiago | 10/2025 | 02/2026 | |
| Charles Schwab & Co., Inc | Newport Beach | CA | 02/2026 | Present |
| Charles Schwab Bank | Newport Beach | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-14 |
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