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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-14 |
Branch Locations
6200 Stoneridge Mall Road Suite 100, Pleasanton, CA 94588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | San Jose | CA | 10/2016 | 03/2018 |
| Ssfinsure | Delhi | 03/2011 | 11/2016 | |
| Farmers Financial Solutions | San Jose | CA | 03/2017 | 03/2018 |
| Charles Schwab & Co., Inc. | Milpitas | CA | 03/2018 | Present |
| Charles Schwab Bank | Milpitas | CA | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-11 |
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