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Account
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-20 |
Branch Locations
240 Third Street Suite 100, Los Altos, CA 94022-3617 • United States
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase | Cupertino | CA | 04/2023 | 08/2024 |
| Charles Schwab & Co, Inc | Los Altos | CA | 11/2024 | Present |
| Unemployed | San Jose | CA | 12/2022 | 04/2023 |
| Insulations Guru Inc | San Jose | CA | 10/2022 | 12/2022 |
| Capital One | Santa Clara | CA | 08/2022 | 10/2022 |
| Unemployed | San Jose | CA | 06/2022 | 08/2022 |
| Jake's Motorcars | La Jolla | CA | 09/2021 | 06/2022 |
| Grande Colonial | La Jolla | CA | 06/2021 | 08/2021 |
| Metro By T Mobile | Poway | CA | 01/2021 | 06/2021 |
| Unemployed | Playa Del Carmen | 03/2020 | 01/2021 | |
| Hotelara Palace Resorts | Los Cabos | 11/2019 | 03/2020 | |
| Dream Art Photography | Playa Del Carmen | 08/2019 | 10/2019 | |
| Unemployed | Playa Del Carmen | 09/2018 | 08/2019 | |
| Dream Art Photography | Playa Del Carmen | 05/2018 | 09/2018 | |
| Homemaker | Playa Del Carmen | 05/2017 | 05/2018 | |
| Mas Vacations | Los Cabos | 09/2012 | 05/2017 | |
| Charles Schwab Bank, Ssb | Los Altos | CA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-20 |
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