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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 03/2017 | 10/2017 |
| Culinary Staffing Service | Los Angeles | CA | 01/2016 | 01/2017 |
| Career Group Inc | Los Angeles | CA | 03/2016 | 02/2017 |
| Kai's Catering + Events | Los Angeles | CA | 03/2016 | 02/2017 |
| Broadridge Business Process Outsourcing, Llc | Denver | CO | 05/2018 | 03/2022 |
| Unemployed | Denver | CO | 10/2017 | 05/2018 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 04/2022 | Present |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 12/2024 | Present |
1) Photon Holdings, LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|4/14/2025|Less than 20|0|I run the rental property business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-31 |
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