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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-17 |
Branch Locations
19708 Colima Road, Rowland Heights, CA 91748 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arcadia Methodist Hospital | Arcadia | CA | 08/2015 | 06/2017 |
| Sanchez And Amador, Llp | Los Angeles | CA | 06/2017 | 08/2017 |
| Full Time Education | Los Angeles | CA | 08/2017 | 06/2022 |
| The Little Bra Company | Arcadia | CA | 07/2022 | 10/2022 |
| Homemaker | Hacienda Heights | CA | 11/2022 | 06/2023 |
| Charles Schwab & Co., Inc. | Rowland Heights | CA | 06/2023 | Present |
| Charles Schwab Bank, Ssb | Rowland Heights | CA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-03 |
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